Managing Client Information

This guide explains how to view, edit, and manage existing client information in the OneClickWorker platform.

Accessing Client Details

1. Log in to your OneClickWorker account at https://app.oneclickworker.com/
2. Navigate to the Clients section from the main navigation menu
3. Find the client you want to manage in the client list
4. Click on the client's name to access their details page

Client Details Page Overview

The client details page provides a comprehensive view of all information related to a client. The page is organized into several sections:

• Basic company information
• Terms
• Documents

Editing Client Information

Updating Basic Information

1. On the client details page, you'll see all the current information for the client

2. Make changes to any field you need to update:

   • Company Name
   • Industry
   • Company Size
   • Owner
   • Pipeline Stage
   • Company Culture & Values
   • Hiring Preferences
   • Preferred Interview Process
   • Contract Terms
   • Billing Rate
   • Billing Terms

3. After making your changes, click the "Save Client" button at the bottom of the form

4. A success message will appear when your changes have been saved

Deleting a Client

If you need to completely remove a client from the system:

1. Navigate to the client details page
2. Click the "Delete Client" button in the top right corner
3. A confirmation dialog will appear asking you to confirm the deletion
4. Click "Yes, Delete" to permanently remove the client
5. You will be redirected to the clients list page

Warning: Deleting a client is permanent and cannot be undone. All associated data, including contacts and documents, will be permanently removed.

Next Steps

After updating client information, you may want to:

• Upload client documents
• View the client in the pipeline