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.
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.