Client
—
Dashboard
Role
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Status
authenticated
Clients
Create Client
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No clients yet. Use the button above to create the first one.
| Client ID | Name | Status |
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Invitations
Send an invitation email to a new client user for a specific client.
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No invitations have been sent yet.
| Client | Status | Sent | Accepted | Expires | Invited By |
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Strategist Access
Grant Access
Revoke Access
Invoices
Step 1 — Request Upload Authorization
Step 2 — Submit for Processing
Upload the file to the presigned S3 URL from Step 1, then submit below.
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No invoices found for this client.
| Invoice ID | Client | File Name | Status | Uploaded |
|---|