Contacts - Set Up
Add New or Existing Company
Learn the steps in adding a new or existing company. |
Bulk Import to the Contacts Register
Bulk Import by Excel Spreadsheet or from another project? |
Company Level Access
What access level do you want your company roles to have? |
Default Notifications at Company Level for New Users
Learn how new users for a company will receive their notifications. |
Import or Add New or Existing Users
Learn the steps in creating or importing users. |
Sending Bulk Email to Users
To reset passwords and alert users to new project. |
Retire a User or Company
Learn how to retire users and companies. |
Update Company and User Details
Update company and user details for them. |