Live Chat, Notifications and Profile

Clients talk to you through live chat, follow updates in Notifications and keep their own details up to date in My Profile.

Overview

This guide covers Live Chat, Notifications, Reports and My Profile. For tickets, see Tickets in the Client Portal.

Who Can Access

Live Chat

• Live Chat is on Growth plans and up, and during the trial.
• Messages can be up to 5,000 characters. Clients can edit, delete and react to their own messages.
• Files up to 100 KB can be attached. Zip files can’t.
• When you are offline, clients see a notice and can email you instead.

Notifications

• Order updates and other news from you appear here and on the bell.
• Clients can search, mark one or all as read and delete them.

Reports

The Reports page lists the reports and pages you share with that client. It shows in the menu only when there is at least one.

My Profile

• Name, billing address, company and Tax ID, and phone.
• To change their email, the client clicks Change. A link goes to their current address and works for 1 hour.
• Changing the password needs the current password and an email confirmation.
• Profile pictures can be up to 100 KB.

Sign out other devices signs the client out everywhere except the browser they are using.

Frequently Asked Questions