In this article we will explain how you can manage user access, including how to invite users, assign users access levels and user groups. We’re excited that your family’s growing! This guide covers how you can invite more users into ZaveHub and set up user groups for your team. Notes: Only users with Admin rights […]

This article explains the steps they need to perform to do this. Here are some tips to share with your clients: Downloading WhatsApp If you do not yet have WhatsApp, this can be downloaded from the relevant Google Play and App Store on your mobile device. You will need the mobile app to begin submitting. […]

Getting your clients started on the Zave portal. Now that you have created an entity for your client onto ZaveHub, you can invite them onto Zave so that they have access to all their corporate documents, visibility into stakeholder information and important dates and deadlines, and the tools to communicate with you. 1. Navigate to […]

View and set deadlines and compliance vitals. The “Entities” section in your Client Management Portal allows you to view, edit and update your Client’s particulars, enabling you to have key information at your fingertips. 1. Head over to the navigation panel and select “Entities” 2. In the ‘Entity Name’ column, type in the entity you […]

Collaborate on all corporate services through Traditional communication channels can get pretty messy really quickly! This is why we created ‘Tasks’: one single tool to make sure communication with your clients is always clear and easy to follow. 1. Create a Task by heading over to the “Tasks” module in ZaveHub and hitting the “+” […]