Learn how to manage and assign accounts, stores and forms to reps
22 articles
Add New Store on Web
Add New HQ Account (Web or Mobile)
Add, Edit, and Deactivate Users
Editing Stores and Accounts
Reassigning Stores to a Different HQ Account
Add or Remove Company Logo to HQ Account
How to Edit or Delete An Existing Action
Delete or Deactivate Stores and HQ Accounts
User Role Access Levels
Creating and Assigning Custom Store Groups
Add or Remove Users from Reports
Delete a Submitted Form Result
Photo Tagging
How to View Stores That Have Not Been Visited
How to update stores with dummy data (e.g. City - 'Ethete')?
How to Create a New Action
Using Actions to Assign a Form to Stores or HQ Accounts
Edit Already Completed Form Submissions
Creating, Editing and Deleting Teams
Territories
Promotions Overview
Required Forms