Client Area
All the info for our new and improved Client Area
By AI Support and 2 others3 authors7 articles
- Overview: Client InsightsAt-a-glance health, risk and activity metrics for every connected client
- Overview: 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.