Managing Users To edit a user, go to the Admin tab at the top of the page and select Manager Users.  From there, type in the username...

This new feature allows SalesReps to view history of ALL orders, that also includes the previous SalesReps who placed orders under a different SalesRep Code...

As an Admin, when you navigate to your Manage Users page, you will find your Current Users amount. This number includes all billable users that have been ad...

You can add multiple users or a single user at a time through the admin panel.   Please click on the image below to watch how to invite users.

In order to replace a salesperson code: First, you can go to the admin panel then 'Manage Users': Go to where the user is currently, in this c...

What is Multi-Factor Authentication? Multi-Factor Authentication (MFA) is an additional security layer that requires users to provide two or more verificat...