Client Management
To add a new Client, select "Clients" from the navigation menu and select "Manage Clients" from the dropdown menu. Or click the "Ma...
Wed, 23 Aug, 2023 at 11:42 AM
When you create an account for your client, they receive an email or text message letting them know an account has been created for them. The text or email...
Mon, 30 May, 2022 at 3:55 PM
If your client is having issues with their password, you have the ability to reset their password for them. Select "Clients" from the navigat...
Fri, 20 May, 2022 at 4:48 PM
Agency Administrators can reassign clients to different staff members. Please contact the Agency Administrator for your agency if you need your clients reas...
Fri, 20 May, 2022 at 6:03 PM
Agency Administrators can place clients in an unassigned client pool. When a user is deleted or their clients need to be reassigned, Agency Administrators...
Mon, 30 May, 2022 at 4:33 PM
As an Agency Monitor on the account, you have the ability to view clients and monitor their assignments. Click the “Admin” tab. In the dropdown menu, cli...
Mon, 30 May, 2022 at 2:00 PM
An account can be created for a client without an email or cell phone number, they are not required for client accounts. When setting up an account for a c...
Mon, 30 May, 2022 at 3:27 PM
If the practice in your agency is to make sure a client has their account set up with a password, refrain from sending tool assignments to your clients dire...
Mon, 30 May, 2022 at 3:28 PM
The system is designed to be as easy as possible for clients, therefore, clients do not have to set a password if they choose not to. When a tool is assign...
Mon, 30 May, 2022 at 3:28 PM
The system is designed to be as easy as possible for clients, therefore, clients do not have to set a password if they choose not to. They will still be ab...
Mon, 30 May, 2022 at 3:29 PM