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.
- Go to Setup & Settings on the left navigation
- In the Advanced section click on Apps Library
- In the Available Apps section click on the FirmLibrary 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 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