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Administration and Settings

Company settings, users and roles, two-factor sign-in, templates and per-customer numbering, lists, importing your data, the audit log, tax rates, email setup, proposal templates, your company website and the mobile app.

39 lessons · 44 min
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  1. 1Administration and Settings: overviewOverview2 min
  2. 2Settings: a tourPage tour75 sec
  3. 3How to change the logo and colours on quotes, invoices and other PDFsHow-to53 sec
  4. 4Billing settings: a tourPage tour81 sec
  5. 5How to change the dunning schedule, late fee policy or credit hold policyHow-to67 sec
  6. 6Users & roles: a tourPage tour78 sec
  7. 7How to choose the channel and language in which an employee receives alertsHow-to56 sec
  8. 8How to change an employee's role or status in Users & rolesHow-to51 sec
  9. 9Logins: a tourPage tour75 sec
  10. 10I forgot my password. How do I reset itHow-to58 sec
  11. 11How to add a login for a new personHow-to53 sec
  12. 12How does an administrator add a login and assign a roleHow-to55 sec
  13. 13How to give a customer access to the portalHow-to55 sec
  14. 14How to invite my team, and is there a user limitHow-to53 sec
  15. 15Simple mode (people): a tourPage tour67 sec
  16. 16Two-factor sign-in: a tourPage tour74 sec
  17. 17Templates & numbering: a tourPage tour75 sec
  18. 18Lists: a tourPage tour72 sec
  19. 19How to change the choices in a drop-down listHow-to54 sec
  20. 20How to add a new certification type to the listHow-to53 sec
  21. 21Data import: a tourPage tour76 sec
  22. 22How to import customers, items or other data from a CSV fileHow-to56 sec
  23. 23Website leads: a tourPage tour78 sec
  24. 24Import your data: a tourPage tour76 sec
  25. 25Audit log: a tourPage tour74 sec
  26. 26How to see who changed a record and whenHow-to53 sec
  27. 27Tax rates: a tourPage tour73 sec
  28. 28How to maintain the county tax ratesHow-to56 sec
  29. 29System: a tourPage tour74 sec
  30. 30Email setup: a tourPage tour77 sec
  31. 31How to send my company email through my own mail server (SMTP)How-to56 sec
  32. 32How to send my email from my own domain and what are the DNS records forHow-to56 sec
  33. 33Proposal templates: a tourPage tour82 sec
  34. 34How to write or change a proposal template, and what are the {fields}How-to62 sec
  35. 35Messaging & consent: a tourPage tour72 sec
  36. 36Company website: a tourPage tour73 sec
  37. 37Website on your domain: a tourPage tour68 sec
  38. 38Mobile app: a tourPage tour73 sec
  39. 39New features available: a tourPage tour67 sec