FAQ

This folder is for more involved user questions, including dealing with common problems.

Data Retention in Ezekia: Roles, Responsibilities, and GDPR Compliance
Under GDPR, there is no fixed rule for how long personal data must be retained. Instead, organisations are required to define, justify, and document retenti...
Mon, 13 Apr, 2026 at 1:38 PM
How can I hide features my firm doesn't need?
Summary Admins can now hide unused sections of a screen for all users. This helps keep screens clean and focused, showing only the features your team ac...
Thu, 15 Jan, 2026 at 3:55 PM
Client Portal Templates
You can create templates of your preferred Client Portal setup that can be saved both for firm-wide use or for individual use. Templates can then be used t...
Wed, 28 Jan, 2026 at 1:25 PM
Character Limits in Ezekia
To ensure performance and reliability across the platform, certain text fields in Ezekia have character limits. Many of these fields support rich text form...
Thu, 29 Jan, 2026 at 1:15 PM
Why can’t admins edit meeting tags and context in Ezekia?
Meeting tags and context fields can only be edited by: The original meeting creator, or Another user who has been granted explicit delegation permission...
Thu, 29 Jan, 2026 at 5:29 PM
2FA Process if set up incorrectly
If your two factor authentication isn't working, it could be that you are using the wrong code in your authenticator app. This is common if you have mo...
Fri, 13 Feb, 2026 at 10:40 AM
Client Portal Logo Cropping Issues (Top-Left Navigation vs Header Logo)
Summary Clients may report that their logo appears cropped or misaligned in the client portal, particularly in the top-left navigation area. This is expe...
Fri, 15 May, 2026 at 3:53 PM