Admin settings

Staff

• How do I edit a staff member’s name or phone number/s?
• How do I change the email address I use to log in to my Partner Portal?
• How do I add and invite staff to my Partner Portal?
• How do I adjust Partner Portal permissions for my staff?
• How do I remove a staff member from my Partner Portal?
• What is Private mode? How do I enable / disable it?

My Account

• Logging in and your Landing page
• How do I Update my email notifications?
• Getting started explained - the Sign up
• How do I update my firm's details and/or logo?
• How do I update my user profile?

Security

• Multi-Factor Authentication Enhancements
• What is Multi-Factor Authentication?
• How do I manage (enable/remove) my Multi-Factor Authentication methods for my staff login?

Payment & Plan

• How do I upgrade my portal subscription?
• How do I update my payment details?
• Where can I view my invoices?