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Support Articles

Below you will find a list of our support articles to help you use Hindsight.

If there is a particular area of the system you are interested in click the category title links below to see articles relating to that category or click the article title to read that article.

Support Centre

When working in Hindsight there may be occasions when you need assistance. Click on the lifebuoy icon to reveal the…

Client User Roles

Not to be confused with a Practice Role the Client User Roles control how Dashboards and Reporting Metrics work across…

Practice Defaults

No two practices are created equal.  You are all unique and beautiful in your own way. Hindsight comes with its…

Reset Password

If you forget your password you are able to reset it from login screen by clicking on the Forgot Password?…

Reconnect organisation

Should you wish to reconnect an organisation you will need the following steps. Access the client record and at the…

Delete organisation

It is possible that you connect the same organisation to Hindsight twice.  If you have a duplicate organisation record in…

Edit Organisation

You want to do what?  We’ve setup Hindsight to pull across the most relevant pieces of data from Xero.  As…

Disconnect organisation

There may be occasion that you feel the need to disconnect an organisation.  Disconnecting an organisation removes the link between…

Delete User

Below are details on how to remove a user from your practice once they have left your employment or they…

Add User

You can add a new user from within the Practice Admin section of the system.  This is the bottom icon…