This article is for account holders signed in at portal.usehearsay.com.
Control whether clients can request managed services and order hardware for their collections.
Finding Hardware and Managed Services preferences
Click Settings in the left sidebar, then select the Organization tab. Scroll past Client Communication & Support Preferences to the Hardware and Managed Services panel.
Managed Services
Step 1: Enable managed services
Check Allow my clients to add white-glove managed service to their extractions without approval to let clients request managed service on their own.
Step 2: Choose a billing method
Choose a billing method: select Charge the card on file to bill your firm, or Charge the client directly to bill the client.
Hardware
Step 1: Enable hardware ordering
Check Allow clients to order hardware when required for their extractions to let clients request equipment.
Step 2: Set a max budget
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.