How do I set up my structure/org-chart?

Navigation prompt Go to USER MANAGEMENT > Click Structure When you first enter this part of the system during th...

How do I edit my structure/org chart?

Navigation prompt Go to USER MANAGEMENT > click Structure From here, you can edit your structure/org-chart at an...

How do I set up custom reporting groups and then enable users to view them?

What is a Custom Reporting Group? The Custom Reporting Groups feature allows you to report on the performance of grou...

How do I add/edit/delete roles & permissions?

Navigation prompt Go to USER MANAGEMENT > Click Roles & permissions From here, you can edit role titles, configu...

How do I assign/un-assign roles & permissions to a user?

There are two options available for assigning roles and permissions to users. Option 1: Assign multiple users to a ro...

Roles & Permissions explained

How it all works Firstly, the platform enables you to configure Roles and, to help you get started, there are five de...

How do I add a user to another Contract?

Navigation Go to USER MANAGEMENT > Add & Edit Users From the Add & Edit Users page you will see a list of the u...

How do I add a new user?

Navigation prompt Go to USER MANAGEMENT > Click Add & edit users > click the button + ADD USER After clicking th...

How do I select what parts of the structure/org-chart a user can access in reports / tables?

What is Reporting Access? When it comes to reports (including the dashboard), you need to select what parts of the st...

How do I add/bulk-upload multiple users at the same time?

Navigation prompt Go to USER MANAGEMENT > click Add & Edit users > click the button, Bulk Upload users to revea...

How do I edit a user's profile?

Navigation Go to USER MANAGEMENT > click Add & Edit users > Click Edit on the relevant user This will display th...

How do I move an agent from one team to another?

Navigation Go to USER MANAGEMENT > click Add & Edit Users > Click EDIT on the user you wish to move. ...to revea...