Client Portal Help Centre

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  1. Client Portal
  2. Team

Team

Team Members

  • How do I request a workspace for an existing entity from my client portal?
  • How do I add a connection, professional or authorised user to an entity?
  • Why create a client workspace for an entity?
  • What are team members?
  • How do I add, edit or remove a team member?
  • How do I remove myself as Co-owner of a client group?

Guest Access

  • How do guest accounts work?
  • What Team permissions are granted in "Show advanced Settings" ?
  • How do I enable or disable guest access?

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