Overview: Users of the Active Platform can set up and manage clients and their associated groups to streamline Client work and ensure accurate organisation of client data. This article explains the process for accessing client settings, creating clients and client groups, and using the available search, sort, and filter functions.
Accessing the clients tile
Navigate to the Active Platform home page and select the Clients tile.
The below screen will appear showing all the current clients and their client groups.
The icons are associated with the client group and are a visual representation of that client group - each one is different. In Active Platform, a client can be standalone or belong to a client group.
Note: For practices using the Active Platform, it is recommended that clients are managed by your practice management or CRM system and a connection created to sync clients to the Active Platform.
For firms using XPM, refer to the integrations article: How to set up and use the Active - Xero Practice Manager (XPM) integration for more information. Otherwise, reach out to your Business Fitness Account Manager to explore your options.
For trial users and firms not connected to a practice management system in Active
The below sections are for trial users of the Active Platform ONLY. If you are currently trialling the product, you will have to add clients manually following the below steps.
Creating a client group
When creating a client that belongs to a client group, you will need to start with creating the Client Group in Active. To do this, click on the dropdown arrow to the right of + New Client and select Client Group.
The below pop-up screen will appear. Fill in all relevant details, ensuring at a minimum, to complete the required fields including Name, Office and Partner.
Note: If the checkbox for 'Restrict access to client' is selected, this ensures only users that belong to the same office as the client you are creating will have access to it. If this is selected and you want to grant access to select restricted clients, you are able to specify whitelisted users, as below.
Once satisfied with the details, click Add Client Group.
Note: To create a client group, a partner must be entered. If you do not have a partner user within your organisation, contact the Active Platform Admin/Owner within your firm to create a partner user. Alternatively, reach out to your Business Fitness Account Manager for assistance.
Creating a client
To create a standalone client, click on the dropdown arrow to the right of + New Client and select Client.
The below pop-up screen will appear. Fill in all relevant details, ensuring at a minimum, to complete the required fields including Entity Type, Legal Name, Office and Partner.
Once satisfied with the details, click Add Client Group.
Note: To create a client group, a partner must be entered. If you do not have a partner user within your organisation, contact the Active Platform Admin/Owner within your firm to create a partner user. Alternatively, reach out to your Business Fitness Account Manager for assistance.
Searching, sorting and filtering for clients
In the Clients screen, you can search, sort and filter through the available list.
Searching
Using the search bar at the top of the page, type in any part of a client name or code to find the client or client group you are looking for.
Sorting
Using the sorting feature, you can sort through the clients list either by client name or client code - these options are available on the right-hand side of the search bar.
Filtering
The client list can be filtered by client group, office, team, partner, manager or entity type. You are able to use multiple filters at once to produce a more accurate search result.
Note: If no filters are displaying, select the filter icon to enable them.
Tip: To clear all filters, click Reset.
