Contacts (previously called Clients)
5 articles

+1Written 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.
Written by Kelly Beeby. Updated over a week ago
What are permissions?
Permissions let your planner work on your behalf.
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!
Written by Kelly Beeby. Updated over a week ago
Contacts + inviting a client onto RPC.
Invitation, Invite, Share Folders.
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.
Written by Sari Rybar. Updated over a week ago