Excluding Accounts.

  1. One of the key features of did they pay is the ability to exclude or hide accounts from your admin member users. This prevents them from seeing things you would prefer they didn’t.
  2. To exclude an account, click exclude clients.
  3. This brings you to the screen that shows accounts that are excluded. To exclude an account, click exclude.
  4. You can click on the accounts you wish to exclude. Or you can search for them by name if you have a lot of accounts.
  5. When you have finished, click close. This returns you to the excluded client list.
  6. All the clients you selected to exclude are shown here. Click close to return to the client dashboard.
  7. If you wish to remove a client from the excluded list, click on exclude clients and in the list of excluded clients, click the X to remove them from the list, then click close.
  8. You can add or remove as meany clients from the exclude list as you wish.
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