General Owner Settings

• Sales Manager User Role
• How to Create a User
• User Roles
• How do I give users access to DirectDesign/the ability to edit the proposal design?
• How To Search For a User
• Moving Users from One Child Account to Another
• Is it possible to create a sub account under my company? If so, how will the billing be handled?
• How to Create Scheduled Reports
• How to Deactivate a User
• Managing Users
• Assigning a New Sales Rep
• The Hybrid Account Model
• The Direct Account Model
• The Installer Template Account Model
• Exporting Data from Solo