Admin
All things admin related
Add, amend or remove a userIn this article we will guide you on how to add, amend or remove a user.
Company profile pageIn this article we will guide you on how to navigate to the company profile page.
Change a user's access levelIn this article we guide you on how to change a user's access level.
Add bank detailsIn this article we guide you on how to add or check your bank details.
Manage notificationsIn this article we will guide you on how to manage your notifications.
Amend personal or company detailsIn this article we guide you on how to amend your details or your companies details.
Add locations to company profileIn this article we will guide you on how to add locations to your company profile.
Forgotten passwordIn this article we will guide you on how to reset your forgotten password.
Add organisation type for a new userIn this article we explain what to do if you need to add an organisation type for a new user.
E-Form template creationIn this article we guide you on how to create an E-Form template.
Edit locations on company profileIn this article we will guide you on how to edit locations on your company profile.
Update usernameIn this article we explain what to do if you need your username updated.
Add a new postcode to the databaseIn this article we explain what to do if you need to add a new postcode of the database.
Two-factor authenticationIn this article we explain what two-factor authentication is and how to enable, reset and have it disabled.
LA/Clients
Articles for LA/Clients
Zero-based referral clock calculation methodIn this article we will guide you on how to set up the zero-based referral clock calculation method.
Update a custom code or custom picklistIn this article we explain what to do if you need to update a custom code or custom picklist.
Create a custom reportIn this article we guide you on how to create your own custom report.
Remove a user from the customer success portalIn this article we explain what to do if you need to remove a user from the Access Customer Success Portal.
Update the master approvers listIn this article we explain how the master approvers list can be updated.
Set user login expiry datesIn this article we guide you on how to set a user login expiry date.
Company's teams user guideIn this article we explain how to set up company's teams.
Manage user permissionsIn this article we will explain what manage user permissions are and who can access.
System configurationsIn this article we explain how authorised users can amend and manage system configurations on their company page.