How do I reset my password?

You can change your password by going to login.myclientshare.com/password/reset. You will receive an email that redirects you to the login page and allows you to enter a new password. Instructions for password criteria can be found on the reset password page. Alternatively, you can change your password inside Clientshare by going to the Settings page and following the instructions under the 'Account' tab. If you use Microsoft Single Sign-On, password resets are handled automatically through Microsoft.

What is the Pulse Index?

The Pulse Index indicates how your clients rate you against key satisfaction measures and helps you map and track performance in critical business areas. The satisfaction rating consists of four pre-set measures: Service, Relationship and support, Value, and Quality. You can customize these questions based on your business needs. If unsure, contact your Customer Success Manager for guidance.

How is the data collected for NPS and Satisfaction Ratings?

Your Net Promoter Score (NPS) is calculated using your clients’ feedback. Each time your client receives a business review, they can provide real-time feedback through satisfaction measures, qualitative comments, and the NPS survey.

How do I send a Review?

Sending a review is easy with our step-by-step workflow: 1. Give your review a title, date, and introductory message or video. 2. Add all relevant content and documents. 3. Choose recipients for the review. 4. Assign review actions. You can preview the review before sending it directly to your client.

What documents can I attach to my Review?

Clientshare Pulse supports document uploads up to 40MB and accepts all standard file formats. Simply drag and drop files into the review or select them manually.

How do I invite my colleagues to join Clientshare Pulse?

Only admins can invite new users to Clientshare Pulse. Using the admin panel, enter your colleague’s email address and specify their role — Senior Manager, Account Manager, or Admin — depending on the level of access required.

How do I know if my clients have opened the review and scored me?

Whenever a client opens a review, provides scores, or leaves feedback, you’ll be notified. Clients will receive two weekly reminders if they haven’t opened the review or completed the scoring.

Can I resend my review and add new recipients?

Yes! You can resend reviews or add new recipients by going to the Review Analytics page and selecting the option to add or resend to recipients.

Do my clients have to score me each time?

This is optional. We recommend making scoring mandatory for quarterly reviews, but for weekly reviews, it’s best to keep scoring optional to avoid survey fatigue.

How does the tree planting work for reviews scored with Clientshare?

Clientshare is a proud partner of Ecologi. Each time your client scores a review, we plant a tree. Learn more about Clientshare's partnership with Ecologi and our CSR policies.

How to enable Single Sign On

This article will cover how your organisation can set up Single Sign On (SSO), and how your users can log in using SSO.

Benefits of enabling SSO

Improved user experience: easy access to applications using the same password.
Improved compliance with companies' security protocols: password complexity, rotation and MFA are controlled and enforced centrally on all users.

How to enable SSO

To enable SSO, you will need to do the following things:

Reach out to our Customer Success Team about enabling SSO.
Ensure you have contact details for someone from your team with admin rights to your user domain (This is so they can approve the SSO integration within your internal IT infrastructure).
Have a user within your organisation that can test the SSO functionality once enabled.

Microsoft SSO is the standard SSO tool that we integrate with, but integrating with other options such as OKTA are also possible.

You may want to create a user group within your domain to allow specific users access to Clientshare. If this is the case, please arrange this prior to speaking with our Customer Success Team / testing the SSO functionality. If your organisation is already using Clientshare, we can provide a list of the users who currently have access to Clientshare.

Details of the SSO setup process will be outlined during contact between our Customer Success Team and your representative responsible for approving SSO permissions.

How to log in using SSO

Once SSO has been enabled, all you need to do is go to the Clientshare login page and enter your email address that is associated with your Clientshare account.

If this email is correct, you will be taken to your native login page, where you will enter the credentials necessary to log in to your internal system (i.e. if Microsoft is your domain, enter your Microsoft credentials in order to log in).

How to enable SSO

For new invitations, users will be taken to the Clientshare login page and are only required to enter their email address as any other user would do when trying to log in.

If you encounter any error messages on the Clientshare login page after you have submitted your credentials, please contact support@myclientshare.com and we will do our best to resolve your issue.

Please note that you will not be able to use the reset password functionality on Clientshare as your login credentials are managed centrally by your internal IT team.