The Client Settings page lists all your clients, with their main settings in one place. From here you can manage client groups and team access, turn the Client Console on or off, and rename, export or delete a client.
To open it, click the Settings icon (the gear icon) at the lower left of your screen, then under Clients, click Settings.
Groups
Shows how many client groups each client is in. Click the number to choose its groups. You can also create a new group with the + at the bottom of the pop-up.
👉 Read more here: Overview: Client Groups
Connect User Access
Shows how many of your team members can see the client. Click the number to change who has access.
Client Console
Turns the Client Console on or off for the client. You need to be an admin, and the client must be connected to its accounting software.
👉 Read more here: Inviting Your Clients to Your XBert Client Console
Client Users
Shows how many client users the client has in its Client Console.
Client User XBert Visibility and Client User Task Visibility
Choose Show or Hide to control whether the client's users can see its XBerts and tasks in their Client Console.
Links
Click the three dots in the Links column for more options:
Option | What it does |
User Access | Change which team members can see the client (admins only) |
Client Console Users | Manage the client's Client Console users. Only available when the Client Console is on |
Rename Client | Change the client's name (admins only) |
Data Export | Export the client's data |
Delete Client | Delete the client (admins only) |
Delete a client
Click the three dots in the client's Links column.
Click Delete Client.
You need to be an admin. If you want to keep a copy of the client's data, use Data Export first.
👉 Read more here: How To: Delete a Client
👉 Read more here: How To: Export Client Information
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