Account

Mariah avatar John Dodderidge avatar Delaney Filby avatar +1
11 articles in this collection
Written by Mariah, John Dodderidge, Delaney Filby and 1 other

What are the notifications I'm getting?

How can I turn notifications off?
Lina Orjuela avatar
Written by Lina Orjuela
Updated over a week ago

How do I navigate the Welcome Page in my account?

What information does it tell me?
Lina Orjuela avatar
Written by Lina Orjuela
Updated over a week ago

Can I update my user email and password?

If you have a new email, you change your email in your account.
Lina Orjuela avatar
Written by Lina Orjuela
Updated over a week ago

How can I set up a training?

If you'd like additional training for you and your team, you can sign up here.
Delaney Filby avatar
Written by Delaney Filby
Updated over a week ago

How long is my data saved?

Data and contacts do not expire during your subscription
Mariah avatar
Written by Mariah
Updated over a week ago

Can a user in a multi-department have access to all of the portals?

Can I switch in between different portals?
Mariah avatar
Written by Mariah
Updated over a week ago

What do the different permission levels mean?

Can users have multiple permission levels?
Mariah avatar
Written by Mariah
Updated over a week ago

Can we send our ThankViews from an internal email address i.e. an address that is from our domain?

How and why do I send emails from an internal email address?
Mariah avatar
Written by Mariah
Updated over a week ago

How do I add/remove users?

Can any permission level add new users?
John Dodderidge avatar
Written by John Dodderidge
Updated over a week ago

Can we share licenses across businesses or departments?

Can multiple departments share one portal?
John Dodderidge avatar
Written by John Dodderidge
Updated over a week ago

What is the difference between Accounts and Individual Logins?

How they work in relation to each other?
Mariah avatar
Written by Mariah
Updated over a week ago