Let's start with your permissions
Your role in Brillian is a "Service Provider," which is intended for third-party professionals supporting the business (for example: financial advisor, accountant, CPA, or consultant).
Service Providers can access and work on permitted business data and workflows, but does not have full administrative control. You can edit details about a client's business, upload documents, or connect QuickBooks on their behalf - but you cannot change personal information such as name or email.
To update a client's business information
Business details — including financial documents, QuickBooks connections, and questionnaire responses — are managed within the client's business dashboard. These can be updated on the Details, Documents, and Settings tabs.
To update a client's profile or personal information
You are not able to update a client's name, email address, or other personal details on their behalf. Please tell your client to reach out to [email protected] to make any necessary changes.
Need help?
If you're having trouble accessing a client's account or can't locate the setting you need, reach out through the chat in your account or contact us at [email protected].