Various settings options offered by our Certificate of Insurance tracking software make it an excellent solution for your business. We are proud to say that it is one of the most straightforward and user-friendly software for your business on the market.
This software solution allows you to view and modify settings such as account details, roles, users, and user-defined fields. Therefore, this tutorial will show you how to access some of the mentioned features.
So let’s begin.
How to Setup Users
If you wish to add or modify users of your software, follow these five simple steps.
Step 1: Access Settings
Click on the “Settings” option located on the dashboard under the option “Admin.”
Step 2: Select the ” Users” Option
On the “Settings” option, you will see a list of features you can modify. Find the “Users” option and click on it.
Step 3: Select the “Add” Option
Once you have landed on the user’s page, you will find the option “Add” in the bottom right corner. Click on it.
Step 4: Add User Information
Proceed with adding the user information in designated fields.
Step 5: Verify and Save Information
Once you have filled out the form, verify and save user information.
How to Define User Access (Roles)
To define the access level users will have on your software, set it out correctly by following the steps below.
Step 1: Choose the “Settings Option”
On the dashboard panel, under Admin, you will find the “Settings option.” Once you click on it, you will have several features, including the option “Roles.”
Step 2: Select the “Roles” Option
Once you have selected the “Roles” option, on the top left corner, click on the option “Add.”
Step 3: Add Role Name
Proceed with adding the “Role name.”
Step 4: Select User’s Access
Further on, select desired user access.
Step 5: Save All Changes
Check all the information you entered and then click on “Save.”
How to Review/Modify Account Details
If you seek to modify or review the account details you entered in the software, you can do that with notifications and the signature option.
For signature, and details, go to your profile icon and select option profile.
Once you select it, the pop-up window will show you a taskbar where you should choose the “Signature” option. Add your signature information and click on “Save.”
For notification, and details, go to your profile icon and select option profile. Once you select it, the pop-up window will show you a taskbar where you should choose the “Notification” option. It allows you to select the notifications you wish to receive in your email.