Casey Brown does not own any clients yet.
Clients still to be won, best priority score first. Clients marked do-not-contact are left out.
No clients to show yet.
What Casey has done in 180Connect.
What Casey's client list puts first. Only Casey can change these, from their own settings.
Change what they can do, or whether they can sign in. Each change can be undone from here, except deleting.
Role
Sees every screen an administrator sees, but cannot change anything.
Access
Active
Suspending signs them out everywhere and stops them signing in. You can reactivate them from here at any time.
Delete account
Permanent, and cannot be undone. Their notes and emails stay on the clients they belong to. Suspend instead if they might come back.