Editing & Managing Client Details

Editing Client Information from Client Page

  • Login to FOLO. 
  • Navigate to the Projects Tab (Clients & Projects Landing Page).
  • Click on the Client you wish to edit. 
  • In the next screen, hit the settings gear just above and to the right of the client name and logo/image. 
  • You will get a slide out where you can add or update or remove the logo/image, change the client name, and update the industry accordingly. 
  • When you are satisfied with your changes, click the pink "Save" button on the bottom right of the slide out.  

💎 Product Tip: Only FOLIO Admins can delete a client. Contact your FOLIO Admin team if you need a client deleted.

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