Security

Staff

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

My Account

• How do I update my user profile?

Security

• How do I enable 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 ?

Payment and Plan

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