Help center / Firm administration

Managing tenants, users and access -- administrators only.

• Manage tenants and users

  Adding firms, inviting employees and roles -- administrators only.

• Manage client portal access requests

  How to add a client to the portal, with or without an existing file.

• Maintenance, "view as" and AI limits

  Backoffice tools for platform administrators.

• What to do when a health alert fires

  Backups, mail, errors and watchdogs: what each colour means and how to act.