All CollectionsClientsClient AreaClient AreaAll the info for our new and improved Client Area By AI Support and 2 others3 authors·7 articlesOverview: Client InsightsAt-a-glance health, risk and activity metrics for every connected clientOverview: Client RolesTo streamline role management, we have introduced a separate Roles tab.Overview: Client SettingsManage your clients from one page: client groups, team access, Client Console, client user visibility, and the Links menu to rename, export or delete a client.Overview: Client ConnectionsSimplifying the management and configuration of your accounting software integrations.Overview: Client PlansSee each client's plan, activity and cost, unlock or upgrade clients, and find out why a client shows Locked or Deleting in X days.Overview: Client GroupsFor organising and sorting clients by your own custom Client Group.How To: Bulk Manage Client GroupsLearn how to use Bulk Manage Client Groups to add or remove multiple clients at once.
