View a client’s profile

Prerequisites

You must have a role with the following permissions:

  • Affiliate Organization > Clients > View
  • External Contacts > External Organization > View
  • Authorization > Org Trustee Group > View
  1. From the Genesys Cloud menu, click Clients.
  2. Navigate to Menu > IT and Integrations > Clients.
  3. Search for and navigate to the appropriate client. You can search by name or org ID.
  4. In the Name column, click the client’s name. The client’s dashboard opens.
  5. View the profile information.