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.
User Level Access
Learn about "Peers and Superiors" rule of access.
User Types on iTWO cx
What type of user can you set up.