Upload client's photo

Clients usually upload photos for their accounts for themselves . However, if a client wants someone else to do it for them, a firm owner, admin, or any employee who has been given access rights to manage accounts can do so. 

Here’s how:

1. Navigate to the Info tab of the client profile.

2. Click Edit to the right of Account info, then select Upload picture to add a photo to the account. Locate the image you want to upload, then crop it to fit. 

3. Click Save.

Share

Link copied