The Web application comes with a start page which shows the Henry Mensah Certified Public Accountant and Business Advisors logo, a login form and a link to recover lost password:
After login the application opens the Admin dashboard. To create a new client account, click on WP-Client tab:
After clicking on the Add New button, the New page will open on the screen. Fill in the form with the client details. Assign a manager to the client using the Select Client Managers option. Click on the save button to save the new Client’s details.
After login the application opens the Admin dashboard. To create a new manager account, click on WP-Client tab
After clicking on the Add New button, the New page will open on the screen. Fill in the form with the new manager’s details. Assign clients to the manager using the Assign to Clients option. You can set the system to automatically assign new clients to the manager by checking in the box beside Auto-assign new Clients to this WPC-Manager. Click on the save button to save the new Manager’s details.
On the WP-Client dashboard, Click on the Content tab, then select the File Sharing Tab on the screen. The list of uploaded files along with its details will be shown on the screen. Select a file and click to access it.
