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Managing client access

Practitioner users can grant clients access to specific funds.

Upon logging into Mclowd, direct your attention to the cog on the right-hand side of the screen. Clicking on this cog will toggle the Settings menu.

Click on Manage Client Access to be taken to that page.

On this page, users can do the following:

  • Add a client
  • Edit their access to individual funds
  • Deactivate access where required