vAboutMe app access

Set up client access to the vAboutMe mobile app, including VCore configuration and device setup

The vAboutMe app gives clients visibility of their services, documents, and messaging. This article covers how to enable access in VCore and set up the app on a client’s device.

Enabling access in VCore

To give a client access to vAboutMe, update their client profile in VCore with the following fields, then click Save:

Field	What to enter
Email	The client’s email address
Web Username	The client’s email address is recommended. An alternative username is acceptable (avoid spaces)
Web Enabled	Tick this box
vAboutMe Enabled	Tick this box

Click Send Login Details to email the client instructions on how to log in.

You customise which vAboutMe features are available to each client under the Details → vAboutMe section on their profile. Tick or untick features to switch them on or off.

App setup

System requirements

The client’s device needs one of the following:

• Android: version 10 or above
• iOS: version 11 or above

Installing the app

Download vAboutMe from the App Store (iPhone) or Google Play (Android). Search for vAboutMe and select Install.

Logging in

Open vAboutMe by selecting the icon on the device home screen. Once logged in, the app stays logged in.

Running into issues?

See Client management troubleshooting for common errors and fixes.

Related articles

Creating a client profile

Configure the client profile fields needed for vAboutMe access

Messaging

Send messages to clients through the messaging module