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Contacts (previously called Clients)

Contacts (previously called Clients)

5 articles
Kelly Beeby avatarDavid Nethers avatarMember-Success avatar+1
Written by Kelly Beeby, David Nethers, Member-Success and 1 other

How do I add another user to my account?

Client accounts currently allow for one login but you can share your credentials with anyone you would like to have access.
Kelly Beeby avatar
Written by Kelly Beeby. Updated over a week ago

What are permissions?

Permissions let your planner work on your behalf.
David Nethers avatar
Written by David Nethers. Updated over a week ago

Clients are now called "Contacts"

Your RPC account now supports sending contracts and invoices to "contacts" instead of clients or guests...one less step for you!
Kelly Beeby avatar
Written by Kelly Beeby. Updated over a week ago

Contacts + inviting a client onto RPC.

Invitation, Invite, Share Folders.
Member-Success avatar
Written by Member-Success. Updated over a week ago

Disconnecting from a client

How to disconnect from a client, and what happens when you do.
Sari Rybar avatar
Written by Sari Rybar. Updated over a week ago