Welcome to
ClientSpace
Help

What's new in this release: Release 163 Notes - May 2026

• Added User Profile Personalization

• Added "Mass Download" for Attachments

• Added OBP Mass Import Feature

Last Month: Release 162 Notes - April 2026

• Removed User and Contact Admin System Vulnerabilities to Deter Cyberthreats

• Added Version 3.0 Organization POST Method Hdraction Parameters to Create Workspaces in "Client" or "Implementation" Status

• Added "Benefit Expirations" Scheduled Process to Inactivate Expired Benefit Batches and Benefit Plans

• Added Import Mapping Configuration Backup and Restore

Attachments and Templates

See Attachments and Templates to download attachments and template files.

Service Plans

Do you need more personalized attention? See ClientSpace Service Plans for details.