Settings

How to use Settings and the features found in settings

Add/Change the Logo Of Your Organization
PLATFORM WORKFLOW Task Description: Add/Change the Logo of Your Organization Objective: To show Organization Admins and Users how to add or change the L...
Fri, Feb 21, 2025 at 2:50 PM
Add, Edit, and Remove a User
PLATFORM WORKFLOW Task Description: Add, Edit, and Remove a User Objective: To show Organization Admins and Users how to manage user access within their...
Mon, Dec 1, 2025 at 9:40 AM
How To Change User Password
Thu, Mar 23, 2023 at 9:35 AM
How To Add A Member To A Calendar
Sun, Feb 27, 2022 at 3:17 PM
How to Create an Email Signature
Tue, May 3, 2022 at 10:30 AM
Create, Edit, and Delete a Tag
PLATFORM WORKFLOW Task Description: Create, Edit, and Delete a Tag Objective: To show Organizational Admins and Users how to create, edit and delete a t...
Fri, Apr 11, 2025 at 2:28 PM
Create a Custom Field
PLATFORM WORKFLOW Task Description: Create a Custom Field Objective: To show Organization Admins permission level and Users how to create a custom field...
Fri, Sep 26, 2025 at 2:42 PM
Change Status Label
PLATFORM WORKFLOW Task Description: Change Status Label Objective: To show Organization Admins and Users how to change status label Organization: Under...
Wed, Mar 19, 2025 at 3:44 PM
How To Add A Forwarding Number
Thu, Aug 18, 2022 at 9:44 AM
How To Create Custom Values
Tue, Sep 13, 2022 at 3:04 PM