The Client Console is a client's own view of their client file in XBert. It shows the XBerts and tasks for that one client only. When you invite someone to it, they get an XBert login that only shows that client.
⚠️ The Client Console is not the XBert Capture app
These are two completely separate things:
Client Console: a login to XBert itself, showing one client's XBerts and tasks.
XBert Capture: a separate app where clients send in receipts and bills. It doesn't give them access to XBert.
If your client only needs to send you receipts, invite them to XBert Capture instead.
👉 Read more here: Overview: XBert Capture
👉 Read more here: How To: Invite Clients and Manage Capture Users
Before you start
You need to be an admin, and the client needs Client Console turned on:
Go to Settings > Clients > Settings.
Switch Client Console to On for the client.
Client Console is only available for clients connected to their accounting software.
👉 Read more here: Overview: The Client Console
Open the client's Client Console
Go to Clients > Insights.
Hover over the client's name and click Client Console.
The Client Console link only shows if the client has synced, isn't locked or disconnected, and you have access to it.
Invite a client user
In the client's Client Console, click the + at the top right, then Add User.
Enter their First Name, Last Name and Email.
Choose Admin or Non Admin.
Click Send Invite.
They'll get an email to set up their login. They only see this one client.
Admin or Non Admin
| Admin | Non Admin |
See the client's XBerts and tasks | Yes | Yes |
Open Settings and invite other users | Yes | No |
Use Automation | Yes | No |
You can choose which XBerts and tasks client users see.
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io