Client Details: List of all Clients and their related information
- Name
- First Log In Date
- Last Log In Date
- Number of COnnected Accounts
- Phone Number (for text)
- Allow SMS
- Add Phone Number
- Invite by Email
- Create Invitation Link
Section 1: Selection Menu
Add Client: Invite a new client to add their accounts in Ledgersync.
Select between different E-Mail Options
- Send Ledgersync default invitation email
- Send a custom email
- Generate Ledgersync invitation link
- Do not send an invitation link
Lock Client: Lock a clients access to Ledgersync
- Lock a clients access to Ledgersync, they will not be able to vew any of their data
Delete Client: Remove a client and all of their related Information
- Select and delete a client from your list. This will completely delete all historical data as well
Spreadsheet Upload: Bulk add a list of clients
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In this page you can upload a spreadsheet with clients information to sign them up into Ledgersync.
Client Dashboard: Provides you a summary review of
- Total Number of Clients
- Total Number of Accounts
- Total Number of Error Free Accounts
- Total Number of Accounts with Errors
Section 2: Information Table
Add Phone Number: Add a text capable phone number to enable SMS notifications
Invitation Email: Resend invitation email to your client
Invitation Link: Generate an invitation Link to send to your client. Use the link to send via Text, or to custom create your own email template
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