Client records, contacts, and what a client sees in their own portal.
How to move a client's portal user between Primary Contact, IT Admin, and Billing from the client record itself, and how to confirm the change actually took.
What a client contact sees on their own Dashboard and Settings pages, with an Owner-level account's fuller Settings and Notifications.
Every region of a client's Overview tab, the tab strip that reaches the rest of the record, and six of its deeper screens: Portal Access, Billing, Edit > Settings, Alerts, Integrations, and Time.
Open a client's Documentation tab on a fresh instance with nothing in it, and fill in one real example of each section: a knowledge base article with its client-visibility setting, a masked password vault entry, a step-by-step procedure, a domain's registrar and expiry, the office network's subnet, and what Assets and Imports are for before you ever touch them.
Past the New Client form, on a client that already has a plan: set its contract terms, turn on Co-Managed IT, cancel and reactivate a subscription, add a one-time-code vault entry, and find where a company-wide document actually lives.
What a client contact sees on the Projects, Security Training, Licenses, Meetings and Devices pages in their portal.
The install doors, the policy assignment and the device roster for one client, all on its own record - the same components the fleet-wide RMM pages render, scoped down to just this client.
What the RMM tab on a client record shows today: this client's own script and automation variables, an empty state with a door to create one, and where this client's per-device-type policy assignment actually lives instead.
Who has access to your portal, where your team's own private passwords and documents live, and what your security page shows.