Settings - Other
Settings for the client portal
We recommend you to navigate to 'File Name Templates'. These will allow you to set some pre-defined file names so that when you upload a file to the portal. You can quickly and consistently rename the file. Client Portal Settings Head to your ...
Setting up default terms
This is the very first thing you should do within your Engager account, so take your time as leaving things out can impact other areas of your Engager account Head to Default Terms and Privacy and start completing each section, one by one. Enter ...
Using Custom Fields
Custom fields enable you to stroke any data you wish in Client Engager, each custom field becomes a place holder automatically and a filter in the client view. We take a look at the uses and how to create the custom field in this video and there’s a ...
Creating and managing Users, Departments and their Permissions in Client Engager
When you’re getting set up in Engager, we highly recommend adding your departments and staff into the system. You may want to restrict access to certain things and so we’ve provided you with features to change all personnel permissions. Prefer to ...
How to manage folder structures in Client Engager
In this video we look at how to manage your folder structure in Client Engager there's also a step-by-step PDF guide Folder Templates and Structures This is where you can set what folders you will need per client type, so folders for Self Assessment ...
Turning on two factor authentication
Here we look at how you enable 2FA or two-factor authentication to increase security of your login This guide provides a detailed walkthrough on how to enable two-factor authentication (2FA) for both system users and clients on the Client Engager ...
The importance of keeping your Engager account secure with Password Resets and 2 Factor Authentication
The importance of keeping your Engager account secure with Password Resets and 2 Factor Authentication With all of the online accounts, subscriptions and platforms we all have these days you should follow a few key steps to keep these all secure With ...