Admin Settings

Staff

• How do I remove a staff member from my Partner Portal?
• How do I add and invite staff to my Partner Portal?
• How do I manage permissions for my staff?

My Account

• How do I update my user profile?

Security

• How do I enable Multi-Factor Authentication (MFA) for my staff?
• How do I disable Multi-Factor Authentication (MFA) for my clients ?
• How do I enable Multi-Factor Authentication (MFA) for my clients ?
• How do I enable Multi-Factor Authentication (MFA) for my firm ?

Payment & Plan

• How do I upgrade my portal subscription?
• How do I update my payment details?
• Where can I view my invoices?