You’ll have to ensure your client files are connected to XPM before you can import roles and client groups.
To import XPM Client Roles to XBert -
1. Go to the Clients board and select Roles on the left panel -
2. In the top right corner above the list of your Clients, click on Actions -
3. In the Actions dropdown, select Import XPM Client Roles -
4. From here, you can import your XPM client roles for the Partner and Manager roles in XBert for client files -
To import XPM Client Groups -
1. Go to the Clients board and select Settings on the left panel -
2. In the top right corner above the list of your Clients, click on Actions -
3. In the Actions dropdown, select Import XPM Client Groups -
4. From here, you can import all Client Groups from XPM and create these as Client Groups in XBert.
Note: All clients that have been linked to an XPM client will automatically be set up with the newly created Client Groups.