All Collections
Client Console
How To: Access a Client Console
How To: Access a Client Console

For accessing an individual client's key database information

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

Each Client has an individual Client Console that lists their XBert, Tasks, and individual Reports.

  1. From the Clients board, on the main page - Client Insights, hover over the name of

    a client and the options for a sorted Work list or Client Console will appear.


  2. from the Client drop-down list.

    Both these methods will take you straight to the Client Console of the client you choose.

What's Next?

Did this answer your question?