Support Center

Company Setup Articles

  1. Manage Company Information

    1. From the dashboard click on "Account Management", then click on "Company" from the top toolbar. ​2. Under “Basic Information”, fill out the company name under the “Business Name” field. Then, fill out the company email address and company physical address in the pertaining fields. 3. The Phone Numbers and Hours field is where you can enter the company’s phone number, customer service number, “Call for Availability” number and the company’s work hours. Your “Business Numb...

    Oct 03, 2016 01:42PM HST
  2. Manage Users

    1. From the dashboard click on “Account Management”, then click "Users" from the top toolbar. 2. If you would like to add a new user, click on “+ New User.” You can also use the "Search" bar to find existing users by name or email address. 3. An “Invite Users” field area will pop up below. Enter in the email address of the user that you want to add, choose their role, and click invite. The types of User level access is described below: Administrator - Manages all asp...

    Oct 17, 2016 02:34PM HST
  3. Changing Your Password

    1. To change your password, click on "Account Management" in the main navigation and then "My Account" from the top toolbar. 2. Click on the “Change Password” link under your account information. 3. Type in your new password in both fields. Make sure that the password is at least 8 characters, contains a capital case and a lower case letter, and contains a number. 4. Click on the “Change Password” button and you are done!

    Sep 29, 2016 12:57PM HST
  4. Adding Affiliates in the Marketplace

    The Marketplace is a great central hub that allows you to connect with product suppliers and resellers so that you can sell items from each others activity catalogs. 1. From the dashboard, click on “Marketplace”. The Marketplace is used for vendors and agencies to create a relationship in order to sell and resell each others goods. When you first go to the Marketplace, you will see a list of different agencies. You can scroll through to find agencies or use the Search bar. Once you h...

    Oct 04, 2016 11:58AM HST
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