User Access

User Access Modified on: Mon, 17 Oct,2022 at 5:25 PM     1. Agency Team Management: This section is used by the agency to grant its employees or a client employee access to all or select client accounts. To access Agency Team Management follow these steps: Click Settings on the agency view. Click Agency Team …

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Email Signatures

Email Signatures  Modified on: Mon, 17 Oct,2022 at 5:25 PM     Follow the steps below to create Email Signatures for users: Click on Settings Click on My Staff   Click on Edit for the user you want to update the user signature for   Expand User Info Scroll to the Email signature section   …

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Company Settings

Company Settings Modified on: Wed, 19 Oct, 2022 at 2:41 PM   Company is the place where you can make changes to company (client) business information To access Company Settings click Settings on the company dashboard -> Company   Company Data – Company Company Logo – *Displays in Accounts on the agency view and used …

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