Managing Your Client List

Your Clients page shows everyone who has granted you access to their Borderly records. You can see each client's access level, when access was granted, and whether it is via a direct share or through your firm.

Go to Clients in the professional sidebar. You will see a list of all your clients with their name, access level, and a link to view their data. Tap on a client to open their dashboard, where you can review their presence records, evidence, and reports.

Depending on your access level, you can:

• View records — See their presence history and goals.
• View evidence — Browse and download their evidence items.
• Generate reports — Create PDF reports on their behalf.
• Create verification tokens — Generate tokens for auditors reviewing their records.
• Manage evidence (Admin access) — Upload, delete, or restore evidence on their behalf.