Client Company Workspaces

  • Add a client user to another workspace (useful for clients with multiple businesses)

    A client user can access more than one workspace (they also see a menu of workspaces on the left, like you do) This feature is useful for a couple of different scenarios: Clients with multiple businesses -- set up a workspace for each business and after the client has accepted an invite to thei...

  • Adding Resources to a Client Company Workspace

    When you add resources to a client workspace you can choose between the Global Library (prepopulated) or your Practice Library (resources you added) The Global Library contains "how to" articles to support the client onboarding process, helping you help your clients to learn how to use their new...

  • Client Workspaces - Using Templates for Customization

    You can set up a template, so that each new client you add to Client Hub will automatically get certain things set up for them. Using the menu on the left, choose the Templates icon Choose the tab called Workspace Setup From here, you can use the various sections to setup the Invite Message tha...

  • Deleting (Archiving) a Client Workspace

    You can archive a client you no longer work with in Client Hub. This will remove the client from the Workspace, but information and conversation history can still be accessed. Follow these steps to archive clients from the workspace. In the My Client List section in the left navigation, select t...

  • How to add a photo or image to your user profile

    You can upload a photo or image to your profile to help others identify you in the client and internal workspaces/ At the bottom of the left navigation panel, click the ellipsis (...) next to your name Click on the box in the center of the My Avatar section Select a photo or image at upload  The...

  • How to change a client user email address

    User logins are associated with their email address. When an email address for a client user needs to be updated, follow the instructions below. Ask the client to log out of Client Hub on both mobile and the browser (from their profile, not just closing the browser tab) Once they confirm they ar...

  • Inviting Client Users

    You can invite Client Users for each client company workspace in your Client Hub account. Client Users will have access to the company's apps and resources in Client Hub. Select the Client Details tab under the company name in the Client Workspace Click the Add Client User button You can choose ...