One of the cool things about Client Hub is that you can add App Links (shortcuts) to your client workspaces to make it easy for them to connect with their tech stack and stay engaged with the workspace. This also makes the workspace look customized specifically for the clients (browser version only).
In addition to the app links available in the Client Hub Library, you can quickly and easily build your own Firm Library of Apps (links/shortcuts). Once you add an app to the Firm Library it is available to add to any client workspace.
- Go to Setup & Settings on the left navigation
- In the Advanced section click on Apps Library
- In the Available Apps section click on the Firm Library tab.
- Click the New App box.
- Enter a name for your app, select a category, and upload an icon* (optional).
- Copy and paste the web address for the app or website login page.
- Once you have added the app click on the Add App button.
- This app will now be available in your Firm Library to add to the client accounts.
***TIP:* Icons and logos are easy to find by doing a simple Google search that includes the app name and the word logo. When you find a logo, right-click and choose "save as" and save a copy locally. When selecting a logo, for best display, look for one that is round or square.