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.