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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.

    OR

  2. from the Client drop-down list.


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

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