All CollectionsClientsClient ConsoleClient ConsoleAssign tasks and collaborate effortlessly with your clientsBy Soraya and 2 others3 authors·9 articlesGetting Started: Client Console (For Clients)How to sign up, understand your permissions, and start working in your Client ConsoleOverview: The Client ConsoleA guide to accessing, navigating, and managing the Client ConsoleClient Communication via the Client ConsoleFor communicating with your client via XBertInviting Your Clients to Your XBert Client ConsoleGive a client, or their own bookkeeper, a login to their client file in XBert, choose Admin or Non Admin, and how this differs from the XBert Capture app.How To: Access a Client ConsoleFor accessing an individual client's key database informationHow 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 ConsoleClient 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.
