Admin Settings

My Account

• How do I update my user profile?
• How do I update my firm's details and/or logo?
• How do I Update my email notifications?

Security

• How do I enable/disable MFA for my staff login?
• How do I disable Multi-Factor Authentication (MFA) for my clients ?
• How do I enable Multi-Factor Authentication (MFA) for my clients in bulk ?
• How do I enable Multi-Factor Authentication (MFA) for my clients individually ?
• How do I enable Multi-Factor Authentication (MFA) for my staff?
• How do I disable Multi-Factor Authentication (MFA) for my firm?

See all 8 articles

Staff

• What is Private mode? How do I enable / disable it?
• How do I remove a staff member from my Partner Portal?
• How do I adjust Partner Portal permissions for my staff?
• How do I add and invite staff to my Partner Portal?
• How do I change the email address I use to log in to my Partner Portal?

Payment & Plan

• Where can I view my invoices?
• How do I update my payment details?
• How do I upgrade my portal subscription?