A short guide to run you through each step of getting your account setup that covers: adding your team, importing Units, editing Templates and branding Reports.
- Setup: Add Users and Manage Their Role
- Property Provisioning Portal
- Setup: Add and Import Units
- Setup: Templates and Ratings
- Setup: Customize and Brand Reports
- Setup: How to Use and Configure Required Fields
- Setup: How to Use and Configure Custom Scores
- Call Complete: How to create users for your onsite team?