{"id":1102,"date":"2024-11-26T23:32:27","date_gmt":"2024-11-26T23:32:27","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=1102"},"modified":"2025-03-14T00:29:28","modified_gmt":"2025-03-14T00:29:28","slug":"how-to-view-your-client-list","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/how-to-view-your-client-list\/","title":{"rendered":"How To View Your Client List"},"content":{"rendered":"\n<p><a href=\"https:\/\/diversiview.online\/contact\">Contact our Help Team<\/a> if you are a registered professional to get access to the Client Management feature. Once you get access, here is a step-by-step guide on how you can view your client list. For instructions on how you can add a new client in Diversiview, <a href=\"https:\/\/diversiview.online\/help\/?p=944\">click here<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:25px\"><strong>1. Locate the Settings<\/strong>:<\/h2>\n\n\n\n<ul>\n<li>You can find your Settings in the drop-down menu next to your profile name in the top right-hand corner of your dashboard.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-1024x576.png\" alt=\"Adjust your user settings in Diversiview.\" class=\"wp-image-855\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:25px\"><strong>2. Select the clients List Tab:<\/strong><\/h2>\n\n\n\n<ul>\n<li>In your Settings page, select the &#8216;Clients List&#8217; tab on the left-hand side.<\/li>\n\n\n\n<li>Here you can view all your created clients.<\/li>\n\n\n\n<li>For instructions on how you can add a new client in Diversiview, <a href=\"https:\/\/diversiview.online\/help\/?p=944\">click here<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-39-1024x576.png\" alt=\"View your client list in Diversiview.\" class=\"wp-image-1103\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-39-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-39-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-39-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-39.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong><a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today and start assigning portfolio analyses to your clients.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contact our Help Team if you are a registered professional to get access to the Client Management feature. Once you [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"How To View Your Client List | Diversiview Help","_seopress_titles_desc":"Learn how you can easily view your client list in Diversiview in a few quick steps.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[102,59,61,5],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/1102"}],"collection":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/comments?post=1102"}],"version-history":[{"count":3,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/1102\/revisions"}],"predecessor-version":[{"id":1425,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/1102\/revisions\/1425"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=1102"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=1102"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=1102"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}