Getting Started
Sign in, find your way around, and learn how the pieces of ClientTether fit together.
If you’re new to ClientTether, work through these in order. Each one is short, and together they cover everything you need before you start working contacts.
First steps
- Logging in — where to sign in, what the password and verification rules are, and where you land.
- The Right-Side Panel — notifications, calendar, announcements and tasks, on top of whatever you’re doing.
- Click to Copy — the small green-text trick that saves a lot of retyping.
- Text Editor — the editor behind emails, notes and the whiteboard.
Understanding the shape of the system
- Account Types in ClientTether — Enterprise, sub-account and single-unit accounts, and what an Enterprise can lock.
- Users & Permissions — the five user types and what each one can see.
- Contact Types — Clients, Employees, Partners, Vendors and Other — and why they’re separate.
- ClientTether Mobile App — the same account in your pocket.
When something isn’t working
- Troubleshooting — the six checks that fix most problems.
- Getting Support & Submitting Ideas — how to reach support and how feature ideas are handled.
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