Clients

Client Setup

• How do I adjust a Client Group name?
• How do I merge clients to form a Client Group?
• How do I send clients an invitation to their portal?
• Can I transfer a client into my portal from another Firm?
• How do I create an account for a client group who share an email address?
• How do I add a co-owner?

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Client List

• How do I hide a client from my Client list ?
• How do I unhide a client to reappear in the client list?
• How do I view and/or edit a client's portal?
• How do I assign staff to clients in bulk?
• How do I export my client list to CSV?
• How do I set a default client onboarding form?

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To-dos

• How do I use the filter in the To-dos page in the Partner Portal?
• How do I put a To-do on hold in the Partner Portal?
• How do I edit a To-do in the Partner Portal?
• How do I complete a To-do in the Partner Portal?
• How do I add a To-do in the Partner Portal?

Entities as Clients

• Why create a workspace for an entity?
• How do I add an entity as a client?
• How do I add a connection, professional or authorised user to an entity?
• How do I manage client workspace requests?

Client Portal Tips

• How do I invite guests to my clients' account?
• How do I amend a client’s details (name, phone number, etc)?
• How do I ungroup clients?
• How can clients activate their portal?
• How do I change a client's email address?