You might be wondering, why do I need to add members to clients?
Only account members will receive specific recommendations and notifications related to this account - such as weekly update emails - and will be able to view these accounts in the "My Clients" shortcut tab of the Dashboard.
Depending on your organisation's settings, you may also need to add Members to client folders to grant visibility and access.
If you're unsure what your organisation's settings are, either contact your Kaizan account manager or team leader.
To add members, hit the light blue "Edit" button in the top right corner.
In the dialog box that appears next to "Members", amend the account members by typing in approved user names to add/remove the relevant people before hitting the light blue "Submit" button.
