👀 View Your Client Assignments

You can quickly see all clients assigned to you directly from the My Client List panel. This view helps you stay organized and focused on the clients you’re responsible for.

📂 Where to Find Your Client Assignments

Your assigned clients appear automatically in My Client List on the left side of Client Hub.

The list includes all clients currently assigned to you and displays them under the Active and Archived tabs.

🔎 How to View Your Client Assignments

1. Open Client Hub.
2. Look to the left navigation panel and select My Client List.
3. Your assigned clients will appear under the Active tab by default.
4. Select Archived if you need to review clients that are no longer active.
5. Use the Search field if you'd like to locate a specific client.

📌 What You’ll See

When viewing My Client List, each client card displays:

• Client Name
• Business Name (if applicable)

This list updates automatically as assignments change — there’s nothing you need to configure.