Clients & Users
- How to use Markdown syntax in Policies and Notes
- Deleting and Undeleting Clients & Client Locations
- Working with Vendor Contacts
- Can I make MFA required for my clients and/or staff?
- Configuring Default Salespeople on Clients and Contacts
- SSO Identity Provider Guide - OneLogin
- Adding an email alias for a client contact
- Utilizing Client Invoice Rules
- Creating a New Employee
- Adding Preferred Investigators to a Client
- How do I remove an employee or vendor from my system?
- I Lost my Multi-Factor Authentication (MFA) Device
- Configuring/Resetting Your MFA Token
- How to Require Multi-Factor Authentication
- How to re-enable a locked account
- I forgot my Username and/or Password
- Customizing Investigator Work Preferences
- Managing User Access
- An Overview of User Access Levels
- Creating a New Client Contact
- Creating a New Client
- How to Customize your User Roles
- Why Can't My Client Login?
- How to setup Client Affiliates
- How do I generate a username and/or password for someone?
- An Introduction to Permissions, Roles, and Access Groups
- How do I change my username and/or password?