How to View Client Counts for Your Organization

If you’re an Owner or Admin, you can view how many clients are associated with each user in your Notehouse organization.

Table of Contents

Who Can Access This?

This view is available to:

  • Owners
  • Admin Users

If you don’t see the options below, your role may not have admin access.

Steps to View Client Counts

  1. Log in to Notehouse
  2. In the top-right corner, click the drop-down arrow next to your name
  3. Select Account Settings
  4. Open the Organization tab

Each user listed under your Notehouse team displays their total number of assigned clients automatically.

A user management table row showing columns for Name, Email, Role, and Cases.

This provides a quick overview of client distribution across your organization.

Good to Know

  • Client counts are shown per user, not as an organization-wide total.
  • This view is helpful for understanding workload distribution within your team.
  • Only users with Administrative or Owner permissions can access this information.

For questions, contact us at support@getnotehouse.com.

Still need help? Contact Us Contact Us