Admin settings

Staff

• How do I add and invite staff to my Partner Portal?
• How do I manage permissions for my staff?
• How do I remove a staff member from my Partner Portal?
• What is Private mode? How do I enable / disable it?

My Account

• How do I Update my email notifications?
• Getting started explained - the Sign up
• How do I update my firm logo?
• How do I update my user profile?

Security

• What is Multi-Factor Authentication (MFA)?
• How do I enable Multi-Factor Authentication (MFA) for my firm ?
• How do I disable Multi-Factor Authentication (MFA) for my firm?
• How do I enable Multi-Factor Authentication (MFA) for my staff?
• How do I enable Multi-Factor Authentication (MFA) for my clients individually ?
• How do I enable Multi-Factor Authentication (MFA) for my clients in bulk ?

See all 7 articles

Payment & Plan

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