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Can I manage multiple companies under my account?
16
Oct, 23
You can manage multiple companies under a single account. But
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What do I have a negative balance?
16
Oct, 23
Recently we have launched new version with new subscription packages.
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How to view my Service Usage?
16
Oct, 23
💡 The service usage area provides you with information about
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How to check my account balance details?
16
Oct, 23
Subscriptions You can check your current subscription. You can check
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How to check my subscription?
16
Oct, 23
System Subscriptions You to check your current subscription. You can
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How to update credit card?
16
Oct, 23
Steps to add/update the credit card info Please, navigate to
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How to reset my account data?
16
Oct, 23
Steps to reset account data Navigate to account settings Please,
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How can we create Roles & Permission?
16
Oct, 23
Create Role & Permission Create different Access Keys for different types
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How to check Balance activity, purchase Plan, Upsells/ Add-ons, and Change Plan
16
Oct, 23
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How to create a Blueprint for sub-accounts?
16
Oct, 23
Click on “Add to a Package Later” and your blueprint
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How to manually assign Blueprint to sub-account?
16
Oct, 23
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How to Check your or your team’s user Activity?
16
Oct, 23
First, you have to click on the Settings tab from
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How to Disabled or Edit System generated Emails?
16
Oct, 23
First, you have to click on the white label tab
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How do Add manually the balance from the main account to the sub-account?
16
Oct, 23
You have to click on the Contact/Database tab from the
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Create an Access key for other users to give access to CRM?
16
Oct, 23
Creating and sharing an Access Key will provide another user
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Where I can see all system Tags?
16
Oct, 23
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Reset passwords, Reset account data, and enable the MFA.
16
Oct, 23
First, you need to click on my account and then
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Delegated Access Keys
16
Oct, 23
Adding an Access Key to your existing account will expand
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How to change language in Account?
16
Oct, 23
2. We support five different languages, You can select one
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How to change your screen mode?
16
Oct, 23
2. When you select Dark, here is the view of
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How to change the Email Address of the Account?
16
Oct, 23
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How to create a user as a team member?
16
Oct, 23
Steps to create a user as a team member Create
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How to add a Profile Picture to your Account?
16
Oct, 23
Adding a Profile Picture You can Add a profile Picture
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How to set up the billing configuration for the clients.
16
Oct, 23
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Which options should I choose to create a package under the white label?
16
Oct, 23
Setting up the White Label account Steps to create a
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How do enable/disable access from your account for the administrator or Support team?
16
Oct, 23
Click on my account, then click on the settings option.
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How to download PWA app?
16
Oct, 23
Steps to download PWA For Desktop Please, navigate to the
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How to change the Role of existing Access Key?
16
Oct, 23
Select the Sub-Account The access key is attached to every
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How to Rename your Sub-Account/System?
16
Oct, 23
Manage Systems Got to Sub-Accounts from the Settings and in
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How to Add Custom Menu Navigation Item?
16
Oct, 23
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How do I assign a Task to a User/Contact?
16
Oct, 23
Assigning Task to a Contact In the contacts you need
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How to assign package manually?
16
Oct, 23
Click on Purchase. If you want to change package. You
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How to add white-label domain?
16
Oct, 23
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How To Switch Between Accounts?
16
Oct, 23
Switch Between Account
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Setup white-label branding for chat bubble?
16
Oct, 23
How to show your brand logo on chat bubble for
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How to view or change sub-account role?
16
Oct, 23
2. Please, check the checkbox to select your sub-account which
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How to add service to your package for Customers?
16
Oct, 23
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How to remove unused Tag/s from the system?
16
Oct, 23
Steps to remove unused Tags Please, navigate to the ‘Settings’
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How to upgrade my subscription or add Upsell/Add-ONs?
16
Oct, 23
Steps to upgrade current subscription Please, navigate to the ‘My
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How to create products/subscriptions?
17
Oct, 23
💡 An e-commerce product listing is any product available to
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How to assign role to package?
17
Oct, 23
2. Go to Advance setting and assign role to Package.
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How to change account Currency and Country?
17
Oct, 23
2. Select setting option. Now change account currency/ Country.
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How to set a logo for sub-accounts
17
Oct, 23
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How to Add/Update the Credit Card info?
17
Oct, 23
Steps to add/update the credit card info Please, navigate to
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How to add Blueprint in packages.
17
Oct, 23
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Data Visibility: How do you Restrict or Visible your main Account data into Sub-user and Sub-account?
17
Oct, 23
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White-Label Packages Services and details
17
Oct, 23
What is Plan Change: This is Plan Change. Means you
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How to check price list of services?
17
Oct, 23
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How to copy and paste items between two accounts?
17
Oct, 23
The same copy and paste procedure will be followed for
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How to add markup in SMS, Phone and Emails?
17
Oct, 23
2. Now select Email/SMS/Phone number and click on edit button.
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