Client Users

Articles

Client Profiles
Client Profiles Navigate to Settings --> Configurations --> Client Users --> Client Profiles   This section allows you to control and manage the various security "Profile" levels for clients. This turns on or off various f...
Provider Settings
Setting the primary CRM Integration. Navigate to Settings > Configurations > Client Users  NOTE: ** Changing the primary Membership Integration without first contacting support can have data consequences **   Membership Integrati...
Single Sign-On - ConnectWise
Single Sign-On Follow the steps below to leverage ConnectBooster client functionality directly inside of the Manage Customer Portal. This allows for seamless service and billing functions for your customers as a one-stop-shop approach! Within your...
2-Factor for Customers
2-Factor Authentication for Customers This function allows you to further secure your client's account login via one-time use, SMS text messages. If enabled on your portal , ALL Customer logins will immediately be forced to enroll on their ne...