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Mitratech Success Center

Connecting to a Client

To connect to a client using an email address:

  1. 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.
  2. In the Connect to Firms dialog box, type the First Name, Last Name, and Email, and Message.
  3. If you need assistance from Viewabill to make this connection, select the Viewabill Concierge checkbox.
  4. Click Proceed to send a connection request to the client user.

Note: Only administrators can perform these tasks.

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