How to View Client Counts for Your Organization
If you’re an account 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:
- Account owners
- Admin users
If you don’t see the options below, your role may not have admin access.
Steps to view client counts
- Log in to Notehouse
- In the top-right corner, click the dropdown arrow (v) next to your name
- Select Account
- Navigate to the Organization section
- Each user listed under your Notehouse team will display their total number of clients automatically
This provides a quick overview of client distribution across your organization.
Good to know
- Client counts are shown per user, not as a combined total
- This view is helpful for understanding workload distribution within your team
- Only users with admin or account owner permissions can access this information
For any questions, please contact support@getnotehouse.com.