How to scope a new client

To scope a new client, click on “Portal Manager” on the left-hand navigation, and select the “Clients” tab from the top navigation. Click on “Scope Client” on the top right of the “Clients” tab.

To scope a new client, click on “Portal Manager” on the left-hand navigation, and select the “Clients” tab from the top navigation. Click on “Scope Client” on the top right of the “Clients” tab.

• The ‘Scope Client’ button opens to a new window, displayed below:   

• Select a “Client Type” (bookkeeping, platform only), and fill in the appropriate fields.