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Getting Started with Your Console

Helping client users understand their client console and its capabilities.

Marsha Galicia avatar
Written by Marsha Galicia
Updated over a week ago

Sign-Up Process

  1. Once you're invited into your client console, you'll receive an email with an invite.
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  2. Click on JOIN THE TEAM ON XBERT, this will redirect you to the accept invite sign-up page.​
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  3. You'll be prompted to sign up for your XBert account.​
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  4. Select your role in the business and you'll be taken to the Client Console.
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Client User Permissions

There are two types of permissions -

  1. Admin permissions - can access all tabs, including Reporting

  2. Non-admin permissions - can only access XBerts & Tasks and Activity

Reporting shows analytics reports such as financial overview, data quality, client queries etc.

Working in the Client Console

Regardless of your access permissions, you can work from your Client Console on XBerts and Tasks.

CONNECT Users (your accounting firm users) can manage visibility over the tasks and XBerts. You will not have access to this setting and will need to contact them for any changes.

To work on tasks and resolve XBerts, click on an XBert summary to open the Details Tile on the right-hand side of your screen.

This will provide you with more information on the XBert or Task and what needs to be done.

These summarised tiles also include the Action bar on the right side of the task, allowing you to:

  1. Change the process of the task

  2. Assign the task to a different user

  3. Change the due date of the task

  4. Check the comments and history of the task

  5. Change the status of the task

Related Articles
Invited Users' Client Access Permissions
Overview: The Client Console
Inviting Your Clients to Your XBert Client Console
Client Communication via the Client Console
Client Console - Client's Perspective
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