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View and Edit Company Details
View and Edit Company Details To edit the Company Details: From the Top Navigation, head to User Menu > Control Panel > Companies. Click the Edit button across the Company name. Edit the chosen field. Click Update to save changes made.
View User List and Details
To view the User List: From the top Navigation, click the User Menu > Control Panel > Users. From this page, you can already find the User List displaying an overview of the following: User Name User Type Company assigned to as employee Admin of [X] ...
Change User Role Assigned to a User
To update a user role assigned to an existing user: 1. From the Top Navigation, go to the User Menu > Control Panel > Users. 2. Locate the user you would like to update from the User List 3. Click on the ...
Deactivate User from the Control Panel
Deactivating a user does not mean that the license will not be included in the billing. To avoid getting billed for an inactive user with an assigned license, make sure you unassign the license from the User page then deduct the license from the ...
Edit Billing Information
Billing Information contains details about the primary Account Owner such as phone number, email address, and billing address. The provided information is used for invoice payment transactions. Monthly generated invoices and receipts are sent to the ...