Document Library

The Document Library feature provides a way for users to centralize, store, and share several types of documents, and do so without having to use email. This means that rather than sending an important document attached to an email, which then may or may not get lost...

Features

The purpose of this Quick Tip is to provide you with explanations of the various features that are available within the Document Library. These features and tools will ensure an efficient filing system that enables multiple users to access information quickly while...

FAQs

Announcement Feature: What is the purpose of Announcements? Allows an Administrator to post a message on the homepage so that when users log into the portal, they will see the message at the top right of the home page. This is used more to keep a message in front of...

Remove Team Members

Administrators can add or remove a team member in the portal. When logging into the portal, navigate to the Team area as shown below. In the Team area, the list will show all the members assigned access to the client team and their user type. To remove a member, the...

Manage Client Team

Managing the client team can be done by an Administrator. The Administrator can: Edit their personal profile Delete a member Update a member’s role   Edit personal profile  The Administrator has the capability to edit their own profile and can do this by opening...
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