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Landing Page
Recent Client Activity:
12th June 2008 something.doc uploaded into aliasname by
[email protected] 10th June 2008 something.doc uploaded into aliasname by
[email protected]
Recent Uploads:
12th June 2008 something.doc uploaded into aliasname by
[email protected] 10th June 2008 something.doc uploaded into aliasname by
[email protected] 1th January 2008 something.doc uploaded into aliasname by
[email protected]
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Client List
Firm Name
H H
These are the clients managed by your firm. You can click on any client to view further details about them. Or to send files to them.
H H
Number of Users
Space Allocated
Space Used
A firm name goes here
2
30mb
5mb
A firm name goes here
2
30mb
5mb
A firm name goes here
2
30mb
5mb
A firm name goes here
2
30mb
5mb
A firm name goes here
2
30mb
5mb
Click here to add a new client. I
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Client Details This is a client managed by your firm.
Client name:
Client Name
Document Storage:
Storage Limit: Space Used:
Click here to save changes Users:
Some Person (
[email protected])
You can change allocated storage space for this client.
Somebody Else (
[email protected])
You can click on any of the client’s users to view/edit their details, or click the link to add a new user. You can add aliases that refer to this client, which may be useful for seperating file storage for different services you offer the client. You can add or remove accountants from your firm who are set as managers for this client.
N
Click here to send a file to this client.
300mb 50mb
J Aliases:
Access: Privilaged
v
Access: Standard
v
Click here to add a new user
Default Alias Name Access Some business alias Privilaged ANother enterprise Standard Some tax entity Privilaged X Click here to add a new alias
Managers: Someone not managing Another not managing
Some manager Another manager Yet another manager
Add Manager -> <- Remove Manager Privacy Statement
Remove
ClientCentral
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New Client Details T.
You are adding a new client managed by your firm. Give the client a name and set a storage allowance for the user, then click the link at the bottom to add the user to the system.
Client name: Document Storage:
300mb
H Click here to add this client
You will then be able to add client users, assign managers to this client, or set aliases up to access this client.
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T.
New Client User
Client:
Client Name
Email Address:
[email protected]
First Name:
Felix
Last Name:
Gordon
Mobile Number:
0417 628 271
Phone Number:
02 9999 9999
Fax Number:
02 9999 9999
Document Storage: Notification: Access Level:
Storage Limit:
300mb
[x] Email [x] SMS [x] Fax Standard
Password: (again)Password:
L Click here to add User Privacy Statement
ClientCentral
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User List These are your users.
L
First Name
Last Name
Email Address Num Clients
Space Allocated
Some
Person
[email protected]
25mb
5mb
Another
Person
[email protected]
25mb
5mb
Someone
Else
[email protected] 25mb
5mb
etc
etc
[email protected]
25mb
5mb
Some
Person
[email protected]
25mb
5mb
You can click on any user to view further details about them.
M Click here to add a new user.
Privacy Statement
Space Used
ClientCentral
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User Details T.
Email Address:
[email protected]
First Name:
Felix
Last Name:
Gordon
Mobile Number: Phone Number: Fax Number:
0417 628 271 02 9999 9999 02 9999 9999
Position:
Accountant
Document Storage:
Storage Limit: Space Used:
300mb 50mb
83% Free
Access Level: Notification:
Standard
[x] Email [x] SMS [x] Fax
Password:
Reset Password
Privacy Statement
ClientCentral
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New User T.
Email Address:
[email protected]
First Name:
Felix
Last Name:
Gordon
Position:
Office Support
Mobile Number:
0417 628 271
Phone Number:
02 9999 9999
Fax Number:
02 9999 9999
Document Storage: User Type:
Storage Limit:
300mb
Accountant
Password: (again)Password:
L Click here to add User Privacy Statement
ClientCentral
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File Manager
> Your Business
Filter by client entity: [ All Entities [v]]
File Name
Description
Uploader Size Date Modified Remove Access
Log.html
Automatic log file
system
4kb
1/6/08
[X] [privilaged v]
Log.html
Automatic log file
system
4kb
1/6/08
[X] [privilaged v]
Log.html
Automatic log file
system
4kb
1/6/08
[X] [privilaged v]
Log.html
Automatic log file
system
4kb
1/6/08
[X] [privilaged v]
Log.html
Automatic log file
system
4kb
1/6/08
[X] [privilaged v]
> Upload Here Browse Description: Access Level:
Standard
Add Another
Browse Description: Access Level:
Notify:
Standard
Add Another
[ ] Some Person (
[email protected] [ ] SomeOneElse (
[email protected] [ ] Another Person (
[email protected] Submit Privacy Statement