Account Management
Learn how to set up your account, use account tools, manage users, and more
Account Set-up
Agency tools set-up
- Manage Your Leads
- Agency Tools: Scan Tool Setup
- Agency Tools: Manage your Notification emails
- Agency Tools: Client Email Notification Setup
- Agency Tools: Types of Agency Notification emails
- Agency Tools: Dashboard Set Up
User Management
- User management: Understanding Roles and Permissions
- How to Invite Single User to your Account
- How to Invite Multiple Users via CSV
- How to Manage Users
- How to Create and Manage Folders
- How to Create and Edit Custom Roles