Table of Contents

Edit Partner Client

Partner Clients are all clients that are managed by a Partner.

For additional information on each of these sections and how they impact various functions within Quadra, please refer to the Client Settings Help page.

  1. From Quadra, access Partner Management.
  2. On the left menu, select Clients.

  3. Select a Partner from the list. Under the action menu, click Edit.

  4. Edit the fields within each of the sections as needed.  Select Expand All or Collapse All at the upper right to access different sections.
  5. Select Edit Client.