Company Account Admin

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

• Introduction and New Account Setup
• Adding New Users or Members
• Adding or Renaming Roles or Departments
• Permission Levels
• Printing Manuals
• Basic Functions for Folders and Systems
• Setting Up Your Systems
• Systems Documentation Layout
• Adding Email Templates, Attachments, and Supporting Notes
• Adding Tags
• System Functions - Assigning, Notifying, and Sharing
• Printing System PDFs
• Version Control
• Trash Feature
• Duplicating a System
• Complimentary Systems Template
• Policies Overview and Templates
• Training Overview and Setup
• Setting Up Your Training and Adding Tracks
• Assigning Training
• 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?
• How Secure Is My Data on Your Platform?
• What If Someone Leaves? Do We Have to Reassign Ownership for Each System?
• Is There a File Size Limit for Video, Image, and PDF Attachments?