Organisations

Sharing Clients

Share clients between Everbility users to streamline collaboration and save more time.


This feature is avabilable for organisations. Click here to learn how to create and manage an organisation.

Add Clients as Organisation Clients

To share clients between users, you first need to add them as organisation clients. To do this, click on Clients in the lefthand menu or the Everbility logo in the top left corner to take you to your client list.

client button

To share a client, click on the three dots in the client's row and select Make Org Client (Make organisation client).

make organisation client

Click Convert Client.

convert organisation client

Clients that have been converted to organisation clients will have an organisation client icon (pictured below) next to them.

organisation client icon

To see organisation clients, enter client sharing on Everbility. To do this, click on Client Sharing in the lefthand menu.

client sharing

In client sharing, you can see all of the clients that have been converted to organisation clients. This includes the client's name and the member of your organisation that shared the client (Creator Member).

client sharing list

You can also filter the clients to find them (see below).

filter clients

Assign Shared Clients to Team Members

It's not time to assign shared clients to team members.

If a shared client has not been assigned to anyone, their status will be Unassigned (pictured below).

unassigned clients

To assign a client to a team member/ team memebers, click the three dots in the client's row and select Assign.

assigning client

You can then choose the team member/team members in the list you want to assign the client to, or search for the team member by using the filter text box. The available team members will be the members of your organisation.

assign team members

Once assigned, the team member emails will be visible alongside the client and the status will change to Assigned.

assigned client

This means that the shared clients will also be visible in the new team member's client list.

team member client list

Unassigning Team Members from Clients

You also have the option to unassign a client from a team member. To do this, click the three dots in the client's row and select Unassign. You can then choose the team member/team members in the list you want to unassign the client from, or search for the team member by using the filter text box.

unassign client

Filtering Client Notes in Writer

Sharing clients between team members means that you can see the client notes that other team members have added to the org cliet.

In Writer, you can filter the client notes by the team member that added the note. To do this, click on the Filter button in the top right corner of the Writer.

writer filter notes

Organisations cannot be deleted or renamed after being created. If you need to make any changes to your organisation, please reach out to mani@everbility.com.

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Organisation Templates