Summary

Swept helps centralize business operations, and that certainly includes Clients! Managers and Supervisors can view the Clients list, their details, and communicate with Clients.

Who can see Clients?

Managers and Supervisors are able to see clients in the mobile app.

Permissions

Managers and Supervisors do not need a specific permission enabled to view the list of clients, but will need the ‘Enable Client Messaging’ permission enabled to message clients. See [article] for more information.

Navigation

To access the list of Clients, users will sign into the mobile app and click on the ‘More’ icon in the bottom toolbar. From there, users can access the list by clicking on the ‘Clients’ option from the menu.