Client Management Controls

Client Details: List of all Clients and their related information

• Name
• Email
• 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

• 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