Maxime de Sousa

Granting admin access to a user in your financial data management software allows them to perform advanced functions, such as managing other users, accessing sensitive data, and configuring system ...

If you or a team member have forgotten the password to access your financial data management software, follow these steps to reset it quickly and securely. Step 1: Go to the Login Page Open the so...

Deleting a user is an important step when a team member no longer needs access to the financial data management software. Here's how to do it securely. Step 1: Access User Management Log in with y...

If you need to update the information of an existing user, here’s how to do it. Here is the code block:<p> paragraph <p><h1> Title <h1> Step 1: Access User Management Log in to your administrator ...

Adding a new user to your financial data management software is simple. Follow these steps to add a new user to your organization. Example of content block: Content blocks are segments of text that...

You can modify the look and feel of your Help Center by changing colors and fonts. See Branding your Help Center to learn how. You can also change the design of your Help Center. If you're comfort...

You're looking at your new Help Center. We populated it with placeholder content to help you get started. Feel free to edit or delete this content. The Help Center is designed to provide a complet...

You can use our Knowledge Capture app to leverage your team’s collective knowledge. Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help C...

If you have configured your Help Center to support multiple languages, you can publish content in your supported languages. Here's the workflow for localizing your Help Center content into other ...

This FAQ is a section in the General category of your help center knowledge base. We created this category and a few common sections to help you get started with your Help Center. The knowledge ba...