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English (US)
US English (US)
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  • Mastering our Platform
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Accounts

  • What can I do in the Accounts tab?

    Our software can be individually adapted to your company needs. Among other things, you can create different accounts for your company - for different brands, for example. Or you can divide your accounts between sales regions if you need.  This allows users of the software to segment and assign different roles and access rights. Check below what can

    April 9th, 2019 1421 views 1 likes

  • How can I change the product plan of my account?

    If you have more than one Product Plan available and would like to switch the plan for a specific account, you can do that by: Selecting the corresponding account on the Accounts tab; Clicking on Change Plan under the "Contract & Account Information" section; This will open a pop-up where you can choose the desired plan, review the new price and

    April 9th, 2019 1151 views 0 likes

  • Manage Accounts

    This article explains what accounts are and how to create and modify them. What is an account? Although our core objects are locations, we needed a way to manage and group them. Therefore we introduced accounts. Imagine an account being a folder in which files are nested. Each file being a location. You can have unlimited files in one folder. You ca

    October 27th, 2020 927 views 0 likes

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