To connect to a client using an email address:
- Click the Connect to Firm icon located near the search field on most pages or the Connect with Client button at the bottom of the table on the Connections page.
- In the Connect to Firms dialog box, type the First Name, Last Name, and Email, and Message.
- If you need assistance from Viewabill to make this connection, select the Viewabill Concierge checkbox.
- Click Proceed to send a connection request to the client user.
Note: Only administrators can perform these tasks.