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Articles on:Web App- Account Management
Learn About Account Management.

Categories

  • FAQs
  • Web App- Account Management
  • Mobile App
  • Web App - Analytics
  • Web App - Action Plan
  • Web App - Report
  • Web App - Inspections & Schedule
  • Web App - Templates
  • 2024-Account Setup-Managing Locations
    Managing Locations Steps to add a Single Location. * Click on Setup (Gear Icon) in the main menu. * Click on "Location" from the top. * Click on +ADD LOCATION. * ChooseSome readers
  • 2024 - Account Setup - Scheduled Reports
    Scheduled Reports Steps to Setup Scheduled Reports * Go to Setup (Gear Icon).Some readers
  • 2024-Account Setup-Location Group Setup
    Location Group Setup Steps to create a Location Group. * Go to Setup from the main menu (Gear Icon). * Click on Location Group from the top. * Select +ADD GROUP. * Choose the brand. * NameFew readers
  • 2024-Account Setup-Adding Brands
    Adding BrandsFew readers
  • 2024-Account Setup-Audit Name Customization
    Audit Name Customisation Steps to Customise/Edit Audit Type. * Open Setup (Gear Icon) from the main menu. * Click Customise Audit Type. * Choose the edit icon. * Make your changes.Few readers
  • 2024-Account Setup-Email Alerts Customization
    Email Alerts Customisation Steps to enable/Disables Email alerts. * Go to Setup (Gear Icon). * Click on Email Alerts. * Enable notification alerts. youtube How to CFew readers
  • 2024-Account Setup-Team Creation
    Team Creation Steps to Create a Team. * Go to Setup from the main menu. * Click on Teams. * Select +ADD TEAM. * Name your team. * Choose users by checking the boxes. * Click submit to create the team. youtube How to CreateFew readers
  • 2024-Account Setup-Location Customization
    Location Customisation Steps to do Location Customisation? * Go to Setup (Gear Icon) in the main menu.Few readers
  • 2024 - Account Setup - User Management
    User Management What you can do in User Management? * Editing User Details * Giving/RemovinFew readers
  • 2024-Account Setup-Adding Users
    Adding User Steps to add a Single User. * Go to Setup (Gear Icon) in the main menu. * Click on "Users" from the top. * Click on +ADD USER. * Choose the Single User option. * Enter user details. * Click on Submit. youtubeFew readers

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