Client Sign-Up Process
Once you've invited your client into their client console, they'll receive an email of your invite.
On the email, they must click on JOIN THE TEAM ON XBERT, redirecting them to the accept invite sign-up page.
They will be prompted to sign up for their XBert account.
They will select their role in the business and will be taken to their Client Console.
After your Client has signed up, you will receive an email notifying you that they have accepted your invitation.
Differences in the Client Console for Clients with Admin and Non-Admin Permissions
Clients with admin permissions have access to snapshots and reporting. Non-admins cannot access these.
Snapshots provide summarized views of important information such as the total balance in bank accounts, incoming cash, unreconciled amounts, etc. Clicking on these tiles will give clients a more detailed look at the information.
These insights are important because they provide a quick and easy way for your clients to get a clear understanding of their financial situation.
Reporting shows analytics reports such as financial overview, data quality, client queries etc.
Your Clients will find these reports important because they provide valuable insights and information about their business performance, which can help them make informed decisions and identify areas for improvement.
Working in the Client Console
Regardless of access permissions, clients can work from the Client Console on XBerts and Tasks. This helps them play a more important and hands-on role in the business.
CONNECT Users can manage XBert and task visibility, choosing to hide or show XBerts and Tasks that aren't assigned to the client. Client users don't have access to this setting and will need to contact their team for any changes.
This is what they will see on their Xberts & Tasks tab -
Client user with access to XBerts and Tasks assigned to team members:
Client user without access to XBerts and Tasks assigned to team members:
Clients can resolve XBerts and work on tasks as their team members do in the CONNECT Portal.
These summarised tiles also include the action bar across the bottom allowing your client to:
Change the process of the task
Assign the task to a different user
Change the due date of the task
Check the comments and history of the task
Change the status of the task
