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Feature #5344
openView Relationship : Can edit client profile details for invitation-based clients only, before the invitation is accepted or the client logs in for the first time.
Status:
New
Priority:
Normal
Assignee:
-
Start date:
08/08/2025
Due date:
% Done:
0%
Estimated time:
Description
Applicable To: Pending Clients – Individuals or Coffer Clients (Invitation-only)
Steps:
- Login to Lauditor.
- Go to the "Relationships" Tab.
- Click "View Relationship" Tab.
- Select the relevant tab: Individuals / Businesses / Temporary Clients
For Individuals / Businesses Tabs (Pending – Invitation Only):
Applicable for Pending (Invitation-only) clients.- Hyperlinked client name should be implement.
- You will be redirected to the Profile screen.
- You can edit all details before the invitation client logs in for the first time.
For Temporary Clients Tab (Individual & Entity):
- Click the Actions button.
- Select "Edit Info" from the dropdown. [Should be implement]
- You will be redirected to the Profile screen.
- You can edit all details before sending the invitation.
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