Building Your Apps Firm Library*

One of the cool things about Client Hub is that 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.

  1. Go to Setup & Settings on the left navigation
  2. In the Advanced section click on Apps Library
  3. In the Available Apps section click on the FirmLibrary tab.
  4. Click the New App box.
  5. Enter a name for your app, select a category, and upload an icon* (optional).
  6. Copy and paste the web address for the app or website login page.
  7. Once you have added the app click on the Add App button.
  8. This app will now be available in your FirmLibrary to add to the client accounts.

**TIP: Icons 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.*

Jan 17, 2024

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