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Product Knowledge
For Administrators
For Administrators
From getting started to expert settings management
7 articles
User Management
User Management - Permissions
Overview of the granular user permission system.
Assign Reps to Specific Carriers
How to creating carrier assignments
User's Settings
User Account Settings
Modify contact information, permissions, change password, etc..
Mail Settings
Carrier Email Rules
Create sender rules to help identify unknown carrier emails
Email Rules: Whitelisting
How to whitelist email addresses based on domain and complete matches
Email Rules: Blacklisting
Add carriers to your blacklist to prevent equipment extractions and auto-responses
Other
Payment and Invoicing