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My Account
- How to add markup in SMS, Phone and Emails?
- How to copy and paste items between two accounts?
- How to check price list of services?
- White-Label Packages Services and details
- Data Visibility: How do you Restrict or Visible your main Account data into Sub-user and Sub-account?
- How to add Blueprint in packages.
- How to Add/Update the Credit Card info?
- How to set a logo for sub-accounts
- How to change account Currency and Country?
- How to assign role to package?
- How to create products/subscriptions?
- How to upgrade my subscription or add Upsell/Add-ONs?
- How to remove unused Tag/s from the system?
- How to add service to your package for Customers?
- How to view or change sub-account role?
- Setup white-label branding for chat bubble?
- How To Switch Between Accounts?
- How to add white-label domain?
- How to assign package manually?
- How do I assign a Task to a User/Contact?
- How to Add Custom Menu Navigation Item?
- How to Rename your Sub-Account/System?
- How to change the Role of existing Access Key?
- How to download PWA app?
- How do enable/disable access from your account for the administrator or Support team?
- Which options should I choose to create a package under the white label?
- How to set up the billing configuration for the clients.
- How to add a Profile Picture to your Account?
- How to create a user as a team member?
- How to change the Email Address of the Account?
- How to change your screen mode?
- How to change language in Account?
- Delegated Access Keys
- Reset passwords, Reset account data, and enable the MFA.
- Where I can see all system Tags?
- Create an Access key for other users to give access to CRM?
- How do Add manually the balance from the main account to the sub-account?
- How to Disabled or Edit System generated Emails?
- How to Check your or your team’s user Activity?
- How to manually assign Blueprint to sub-account?
- How to create a Blueprint for sub-accounts?
- How to check Balance activity, purchase Plan, Upsells/ Add-ons, and Change Plan
- How can we create Roles & Permission?
- How to reset my account data?
- How to update credit card?
- How to check my subscription?
- How to check my account balance details?
- How to view my Service Usage?
- What do I have a negative balance?
- Can I manage multiple companies under my account?