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Disable a User
Disabling a user's access will prevent them from logging into your account. Navigate to the Account Settings page and click on Users. A list of all users will be displayed. Locate the user you wish to disable (Clicking the magnifying glass allows ...
Forms Overview
Forms are a simple and effective way to grow your database. They capture the data of prospects and customers automatically. Eliminating the need for staff to manually capture, collate and upload contacts details into the database. The easy to use ...
Delete Forms
To Delete an existing Form locate the Form you would like to delete via the form list (or utilise the search feature to search for the form) Click the drop down button next to the relevant form Select Delete from the drop down Confirm you are happy ...
Users Overview
The Users section will allow you to create and manage users for the account. Each person who uses the account should be set up as a user. This will allow them to access the account at any stage, using their own login details. The benefit here is that ...
Create a New Role
To create a new Role Click the plus sign on the top right of the screen Select Add Role Enter a name for the new Role Select access options for Account Administration: Should this role have the ability View Account Details, Update Account Details, ...