There are differences between using the Administrator username to log into HandiSoft vs. logging into the browser for Document Hub via the Admin user.
When logging into HandiSoft via the username Administrator you have access to additional Document Hub functionality. The added features are:
You can delete Document Hub users. The Delete button in the Client Portal Configuration window (accessible from the Client Details window) is greyed out for other staff.
Should the Document Hub be inactive, you can re-activate it by going to Document Manager, View, Options, Activate Client Portal. You will then need to restart all HandiSoft programs. It will show as Deactivate Client Portal once active.
Once a client has signed a document that was sent to them, it will automatically be locked against deletion. Under the username Administrator, you can unlock the document by right clicking onto it, choosing Details and unticking Locked against deletion by XXXX.
To log in to the Document Hub browser as the Admin user, you must use below details:
Accountants Practice ID: is your 8-digit alphanumeric code, which can be found in your HandiSoft module under Help, About.
User Name: Admin.
Note: The Admin username is reserved for maintaining the company information on the browser. A staff username is not used to log into the Document Hub browser. Staff users complete Document Hub requests using Document Manager.
Logging into the Document Hub browser as the Admin user serves the following purposes:
You can view all your Document Hub users and validated staff. Choose 'User Setup' to view them.
If there was a change of logo, website link or address in the signature part of the emails being sent to clients, you can change this via the Options tab.
You can also change wording within automated emails within limits in the Email Templates tab.
