Connecting a Contact to a Company
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Company Module Overview
Explore the Company Module to manage details, set permissions, and organise profiles for improved business operations and user access.
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Navigating to Contacts
Learn how to navigate to the contacts section, enabling you to efficiently manage and access contact details for streamlined communication and organisation.
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Managing Companies
Learn how to manage companies within your system, including adding, editing, and organising company profiles for efficient business and user management.
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Managing Company Types
Discover how to manage company types, allowing you to organise and configure different company categories for better access control and system management.
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Link Users to Secure Portals & Companies
Learn how to link users with logins to secure portals and assign them to a company, ensuring seamless access and management of user permissions.