Replies posted by rynaecalder

4 Replies

R
Advisory Board
rynaecalderAdvisory Board
asked in General

Account manager versus admin access

@courtney I changed my employees access back to account manager and she now is able to share and email.  Thank you! 

6
courtney
1 year ago
R
Advisory Board
rynaecalderAdvisory Board

Digits Reports Builder: Send prior month's reports to Clients Portal without notifications being sentImplemented

Got it!  I didn’t realize I had to click in the name section for it to let me have a dropdown for the link.  It works.  Thanks! 

10
R
Advisory Board
1 year ago
R
Advisory Board
rynaecalderAdvisory Board

Digits Reports Builder: Send prior month's reports to Clients Portal without notifications being sentImplemented

Thanks for adding this!  It is so helpful!  Is it possible to not have to add the clients email in order to share it to their portal?  Another question...how do I turn on the capability to get a link for sharing.  All of mine say disabled.  Thank you,

10
R
Advisory Board
1 year ago
R
Advisory Board
rynaecalderAdvisory Board

Digits Reports Builder: Send prior month's reports to Clients Portal without notifications being sentImplemented

Yes.  So there would be a checkmark to add any prior financials to the client portal without emailing the client.  Perfect!

10
R
Advisory Board
1 year ago

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