Client help centre

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  1. Client Portal
  2. New Client Views
  3. Team

Team

  • What are Team members?
  • How do I add, edit or remove a team member?
  • Viewing & Modifying Your Primary Professional in your portal
  • Why create a workspace for an entity?
  • How do I request a workspace for an entity?
  • How do I add a connection, professional or authorised user to an entity?
  • How do I switch between my client portal and other workspaces?

Portal

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