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.
Client RolesWhere is everyone?