File Organizer’s All Files Feature
The All Files feature allows a user to see all of the files that they have can permission to access. All of the files appear at one time , regardless of the folder locations they are in or the clients they are under. To find the All Files feature: Click on “Actions” on the main […]
Client Roles
There are two types of roles available for a client: Login Client role Client role Login Client and Client roles don’t use a paid seat Login Client The Login Client role is for the caregiver or client to be able to log in and view their portfolio, unlike the regular client role. The other roles that also […]