Knowledge Base & Help Center

Back to home

Knowledge Base & Help Center

BOS partner portal user guide FAQs

BOS partner portal user guide FAQs

These FAQs will help you learn your way around the Botkeeper Operating System in no time!

Login

How do I reset 2FA?

How do I log in?

What is two-factor authentication (2FA)?

How do I set up the two-factor authentication (2FA) method?

How do I change the two-factor (2FA) authentication method?

What do I do if I don't receive a two-factor authentication (2FA) code, or the code I have doesn't work?

See more

Navigating BOS

How do I access the knowledge base and help center?

How do I access my profile settings?

How do I use the left-hand navigation?

Where do I find my notifications and notification settings, and what are they?

Portal Manager

What do I do if a user didn’t receive their password reset email? (B)

What do I do if a user didn’t receive their portal invitation? (B)

My BOS platform doesn’t load after I enter my credentials, what should I do? (B)

I am not receiving my two-factor authentication (2FA) verification code to my phone or authenticator app, how do I get help logging in to the portal? (B)

What do I do if a user updated their email address, but didn’t receive the confirmation code email? (B)

How do I deactivate a user from the BOS system when my firm is configured for single sign-on (SSO)? (B)

Will my firm’s clients be able to use the single sign-on (SSO) integration to access BOS? (B)

Does the single sign-on (SSO) integration to BOS include Two-Factor Authentication (2FA)? (B)

When a new user is added to BOS via the SSO integration, what role and clients are they assigned to? (B)

Will a new user added to the corresponding application in my firm’s Identity Provider be automatically added to BOS via the single sign-on (SSO) integration? (B)

Can my firm connect to the Botkeeper Operating System via single sign-on (SSO) integration? (B)

How can I view a list of current users and their status?

How do I make changes to my firm details or branding?

Where do I find my firm details and branding?

How do I view a list of current clients and their statuses?

What is Portal Manager?

How do I invite a new user to BOS?

What do I do if a user didn't receive their invitation?

How do I delete an invitation to a new user in BOS?

How do I add an existing user to a client?

How do I scope a new client?

How do I search for a scoped client?

How do I filter a scoped client by status?

See more

Documents

How do I upload documents or images without a task?

How do I access "Documents?"

How do I upload documents or images?

How do I view a document in a file?

How do download or share a file or folder?

How do I upload a new version of a document?

How do I comment on a document?

How do I use the task banners to upload a document?

See more

Work

How do I delete a task from a project? (B)

How do I add a task to a project? (B)

Can I create projects in BOS for non-Botkeeper projects and assign them to my clients? (B)

What is "Work," and how do I find it?

How do I delete a project or end its recurrence?

How do I add a new task?

How do I reassign a task?

How do I complete a task?

See more

Transaction Manager

What is Transaction Manager and how do I find it?

How do I find transactions in Transaction Manager?

How do I review configurations in Transaction Manager?

How do I filter the Transaction Manager table?

How do I update a payee or category in Transaction Manager?

How do I add a new payee in Transaction Manager?

How can I leave a comment for the Botkeeper accounting team in Transaction Manager?

How do I review comments from the Botkeeper accounting team in Transaction Manager?

How do I approve a transaction in Transaction Manager?

How do I edit transaction details for a single transaction in Transaction Manager?

How do I edit transaction details for multiple transactions simultaneously?

How do I reset a transaction in Transaction Manager?

How do I find a match in Transaction Manager?

How do I exclude a transaction in Transaction Manager?

How do I add a transaction to the GL in Transaction Manager?

How do I work with Automated Tasks in Transaction Manager?

What is AutoPush, and how does it work?

How do I find and use AutoPush configurations?

See more

Smart Connect

What financial institutions are supported in Smart Connect?

What is Smart Connect, and how do I find it?

How do I resolve a "Connection Requested" card within Smart Connect?

How do I connect a new financial institution in Smart Connect?

How do I request a financial institution connection within Smart Connect?

How do I manage/update a financial institution connection?

What are the connection types in Smart Connect?

What are the different types of banners in Smart Connect?

How do I delete a financial institution connection in Smart Connect?

What is a financial institution card, and how can I see them?

What is an aggregate card in Smart Connect?

How do I find more details for a financial institution in Smart Connect?

Why can I get statements for some institutions and not for others?

Where can I find transactions for an account?

See more

Password Manager

A banner appeared in Password Manager, what does it mean?

What is Password Manager, and how do I find it?

How do I request credentials from a client to be stored in Password Manager?

How do I add client credentials in Password Manager?

Does Password Manager auto-generate tasks? And what are they?

See more

Business Insights

What is "Business Insights," and how do I find it?

How do I adjust a dashboard date range in Business Insights?

How do I edit a dashboard widget in Business Insights?

How do I add a new dashboard widget to Business Insights?

How do I share a dashboard in Business Insights?

How do I export a Business Insights dashboard?

See more

User Access Permissions

What permissions and access does my user type have in BOS?