Company Account Admin

This is for account owners or admins to complete the initial account setup.

• Introduction & New Account Setup
• Adding New Users or Members
• Adding or Renaming Roles or Departments
• Setting Up Your Systems
• Training Log: Where Are They At?
• How Do I Upgrade My Plan?
• How Do I Downgrade My Plan?
• How Do I Get an Invoice?
• How Do I Cancel My Subscription?
• How Do I Pause My Subscription?
• What If Someone Leaves? Do We Have to Reassign Ownership for Each System?
• How Secure Is My Data on Your Platform?
• How to Reset a Team Member's Password