User

Set up personal mailbox
Steps to follow: 1 - Click on your name located at the top left of the screen. 2 - Click on "My Profile" in the drop-down menu. 3 - Click on...
Wed, 28 Nov, 2018 at 1:27 PM
Create a user
Steps to follow: 1 - Go to the "Users" module and click on "+ Add". 2 - Enter the user's informations. The email must be u...
Wed, 28 Nov, 2018 at 1:27 PM
Deactivate a user
Steps to follow: 1 - Select the "Users" module in the gray section on the left of the screen. 2 - Click on the user's name to deact...
Wed, 28 Nov, 2018 at 1:29 PM
Email read confirmation
Authorized roles: Advisor, BDC agent, commercial director, BDC director, director. Étapes à suivre: 1 - Click on your name, then "my profile...
Wed, 26 Dec, 2018 at 11:23 AM
Modify your signature
Steps to follow: 1 - Click on your name located at the top left of the screen. 2 - Select "My profile". 3 - Click on "Preferences"....
Wed, 28 Nov, 2018 at 1:30 PM
Modify your password
Steps to follow: 1 - Click on your name located at the top left of the page. 2 - Select "My profile". 3 - Enter the desired password in th...
Wed, 28 Nov, 2018 at 1:31 PM
Modify your profile
Steps to follow: 1 - Click on the user's name located at the top left of the screen. 2 - Click on "My Profile" in the drop-down menu....
Wed, 28 Nov, 2018 at 1:31 PM
Select notifications
Steps to follow: Screen notifications 1 - Click on your name located at the top left of the page. 2 - Go to "my profile". 3 - Go to "Pre...
Wed, 26 Dec, 2018 at 10:12 AM