What happens when you press...
Blue MANAGE CLIENT button
When you press "OK, MANAGE", you will be auto-logged into your client's portal. Note you are also on their TEAM with admin rights to manage their books and data.
To go back, press your PROFILE ICON in the header far right to bring up a list of all your CLIENTS and your own account (as shown below).
Red Trash Icon
In both instances you will be asked whether you want to continue with that action.
Easy right? If you still need help please contact us on firstname.lastname@example.org
- Bell ToDo Notifications in detail: https://www.veryfi.com/howto/todo-bell-notifications/
- Video on how to use Client Portal: https://www.youtube.com/watch?v=oTw-KfCKvJU