Client Console
Assign tasks and collaborate effortlessly with your clients
By Soraya and 2 others3 authors9 articles
- Getting Started: Client Console (For Clients)How to sign up, understand your permissions, and start working in your Client Console
- Overview: The Client ConsoleA guide to accessing, navigating, and managing the Client Console
- Client Communication via the Client ConsoleFor communicating with your client via XBert
- Inviting Your Clients to Your XBert Client ConsoleHow to invite your clients, user permissions and settings
- How To: Access a Client ConsoleFor accessing an individual client's key database information
- How To: Assign a Recurring Task to a ClientFor setting recurring tasks that are assigned to the client user.
- How To: Manage Client Users XBert and Task Visibility in the Client ConsoleFor controlling what your clients can see when they log in to the Client Console
- Client Console ReportsFor quick visibility to the overall health and status of the clients file.
- How To: Assign a Client Role to a Client UserSet up a Client User, then assign them a Client Role on the Clients > Client Roles page.