Representative Management
Client Representatives access to view Client Invoices
Permission for Client Representatives, to view and download client invoices on their portal access without needing payer priority status. Representatives can only download invoices with no other actions permitted. How to enable the option in Client ...
Adding a Surveyor
Adding a Surveyor Adding a Surveyor into the system to allow them to see specific attached clients is an option for auditors to only see certain information. How to set up Surveyor Access Access Menu>Clients>Representative Management. Select the ...
Client Representative visibility to Shift Signatures report
To allow visibility for Client Representatives to the shift signature can be followed in the below steps: 1. Access the Shift Signature report via office. Menu>Accounting Shift Signatures. Select Send to Client Profile option and run report. 2. After ...
How to Give Surveyors or Auditors Access to the System
Here is a video on how to use the "Register New Surveyor" option in Representative Management. https://workdrive.zohoexternal.com/external/5962a53571b3a041065dc229ca7728d7bcd0d5074309b062811fe129317f441f
Setting Up A Surveyor
Occasionally, a surveyor may visit an agency to ensure they are in compliance certain laws. They may need access to client files. Usually when a surveyor visits an agency for a visit, they ask to see 5-10 employee/client files so you would want to ...
Creating A Client Representative
To set up a client representative: 1. Go to Menu/Clients/Representative Management 2. In the Representative Management section, click on the silhouette with the + icon towards the top right 3. Fill out all of the required fields and click “Register” ...
Client Representative Password Reset
To initiate a password reset for a client representative, go to Menu/Clients/Representative Management and find the client representative whose password you want to reset. On their listing, click on the + to the left of their name and picture to ...