On adding a new client, the following actions become available: edit records, change a password and remove records.
To access them, first, select the client and click the More button located in the last column:
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Change password
To change a defined password, select Change password in the menu. The following dialogue then appears:
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Please enter a new password and confirm it in the respective fields. When done, click Save.
Edit name
To change a defined client name, select Edit... in the menu. This opens the Edit Client Name dialogue:
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Please make the appropriate changes to the client name and/or its short name and click Save.
Remove record
To permanently remove a client record from the system, select Remove in the menu. Selecting the option opens the Client Delete Confirmation dialogue:
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Within the dialogue, click Remove to confirm the deletion.