General Owner Settings

• How to Access your Company List
• How to Create a Contractor
• How to Add a Permit Coordinator
• How to Add a Wet Stamp Address
• How to Create a User
• User Roles
• How to Access Your Proposal Queue
• How to Manage or Deactivate a User
• How do I Re-assign a Sales Representative to a Customer?
• How to Edit a Contractor's Information
• How do I give users access to DirectDesign/the ability to edit the proposal design?
• How To Search For a User
• How can I change my proposal pages?
• How do I move users from one child account to another?
• I’m trying to create a user, but it says the email is already in use. Why can’t we use it?
• Is it possible to create a sub account under my company? If so, how will the billing be handled?
• How to Add a Finance Option
• How to Create Scheduled Reports
• How to Deactivate a User
• Managing Users