FAQ's

How do I edit my profile picture
The user profile photo can be edited through the Web Portal > Users > View Users > Edit. Using the blue pencil you can edit the user profile detail...
Tue, 26 Jul, 2022 at 4:20 AM
How to update user details and change the password?
User details can be updated in the user profile on the Web Portal > profile icon > my profile > make changes and save. If you have the user per...
Mon, 16 Jan, 2023 at 5:08 PM
Can I turn sections of the App off so users can’t access them?
From the Web Portal you are able to turn off sections that you don't want the user to be able to access but they will still be able to see the icons for...
Thu, 13 Apr, 2023 at 11:18 AM
How do I add my signature?
Your signature can be stored in your user profile to be stamped when using forms, quotes, invoices and purchases.  You can upload your signature through...
Tue, 23 May, 2023 at 4:52 PM
How do I remove a User from a User Group?
A User can be removed from User Groups through the Web Portal > Users > View User > Edit the User that you would like to make the changes to >...
Thu, 13 Apr, 2023 at 11:25 AM