Company Setup The Company Setup View is to be used by the organization’s administrators and controls the company’s application.
Permissions Glossary offers a lot of access permission customizations. To manage access permissions, you’ll need to go to Administration >> Manage Roles and Edit the Role you want to change permissions for. […]
Login with Single Sign-on (SSO) Single sign-on (SSO) is an authentication method that allows your employees to securely authenticate with multiple applications and websites by using just one set of credentials which you can control […]
Enable Two-Factor Authentication Two-Factor Authentication, or “2FA” for short, helps secure your login from being compromised by adding an extra layer of security to the login process. Even if someone managed to discover […]
Add Existing Users to an Organization Since v0.9, administrators have the ability to add existing users to any organization below the parent. In this way, internal admins can manage more than one organization with a single […]
Company Default Timezone The Timezone setting in Administration >> Company Settings determines the default timezone for your organization. This default timezone is automatically applied to users who have not selected a personal timezone […]
NAICS Code in Company Settings? NAICS stands for North American Industry Classification System. It’s a standard system used by government agencies and businesses to classify companies into specific industry categories based on their primary business […]
Company List This is for Super-Admins only, to view or edit the company list fist login to the main application and choose the parent company, “”. Once logged in see the menu on the […]
Making Online Security Easier We have implemented the option of utilizing two-factor authentication (2FA) and/or single sign-on (SSO) to increase the security of your account.
Text Notifications: Opting Out & In via Text In , you have the option of turning text notifications on or off via your user profile as discussed in this article. You can also stop all text notifications from […]
User Profiles To manage User Profiles and / Category permissions, first login into . Once logged in, see the menu on the left side of the screen. Under Admin Tools select Administration […]
Manage Notifications You can update when and how you are notified by from the Notifications tab of your user profile. Simply click your name in the top-right of the screen, click “Edit […]