Scenario: You hire a new account manager and want to assign existing clients to them. Navigate to Portal > Clients For each client, click to open the detail page Scroll to "User Assignment" section Select the account manager from the "Assigned To" dropdown Click "Update Assignment" The account manager now has access to this client's information Scenario: You have a client in Germany who prefers invoices in EUR with a consistent template. Create or edit the client Set Country to "Germany" (State auto-populates) In the Currency field (if Multi-Currency active), select "EUR" Save the client When creating invoices for this client, EUR is pre-selected From the invoice editor, save the template as "Template for Client" On the client detail page, the template appears in "Invoice Templates"