How do I follow all my clients on one screen?

In two lines #

“My clients” shows one line per workspace your account gives access to: the readout, Watch, the points to process and the date of the last snapshot. Each value is what you already see in that workspace with your role, and nothing is crossed between two clients.

The steps #

1. Open “My clients” in the menu. The screen exists only for an account attached to at least two workspaces.
2. One line per client, in alphabetical order: “Readout” (“done on …” or “pending”), “Watch” (“active” or “inactive”), “To process” (a number, or “not applicable” when there is no snapshot yet or your role does not see that page), “Last snapshot” (a date, or “none”).
3. A workspace that cannot be read shows “unread” on its line, without hiding the others.
4. Click “Open”: you switch workspace, with your role in that workspace.

What Ojja does not do #

The screen shows no total, no average and no ranking between your clients, and it writes nothing in their workspaces. Ojja does not do your job: no advice, no integration, no training. Ojja does not provide legal advice.

The method #

Ojja's method.