Enable My Clients section on the Home page
If you do not see your data in the My Clients section on your Home page, read this article: Enable My Clients Section.
Access the Connect Section
Click Connect in the left-hand menu or, from your Home dashboard, click Connect with New Clients in the Clients widget.
This will direct you to the Connect with Companies page
Click on 'Clients' as the Company Type option.
In the Select dropdown, begin typing your client’s name or search through the list.
Click on their name from the list once it appears.
Click the 'Connect with Client' green button.
Set Data Access Permissions:
Ensure the following are toggled to 'Yes' which allows your client to view your information:
Questionnaire
Documents
Evaluation
Click Save to confirm and finalize the connection, which enables your data to be visible to your client.
Once connected:
Your client’s name will appear in the Clients widget on the Home page. Client-specific questions and document requests will be accessible with the Questionnaire or Documents section.
Monitor the completeness of your Documents and Questionnaire as your client may have additional requirements.