The Hardware and Managed Services panel on the Organization tab controls whether clients can add white-glove managed service and order hardware for their extractions.

Click Settings in the left sidebar.

Select the Organization tab.

Scroll past Client Communication & Support Preferences to the Hardware and Managed Services panel.

Check Allow my clients to add white-glove managed service to their extractions without approval to let clients request managed service on their own.

Choose a billing method: select Charge the card on file to bill your firm, or Charge the client directly to bill the client.

Check Allow clients to order hardware when required for their extractions to let clients request equipment.

Enter a dollar amount in the Max budget without approval field to set the maximum hardware cost a client can approve without your review.

Click Save to apply your changes.