Settings

MANAGING YOUR SUBSCRIPTION
To view and/or modify your SuiteDash subscription (such as upgrading/downgrading your license level, changing your payment method, or cancelling your servic...
Mon, 20 Feb, 2017 at 1:26 PM
USER ROLES OVERVIEW
In addition to the roles defined in CRM (Leads, Prospects, and Clients), there are also several other use roles at your disposal within your installation. E...
Fri, 24 Feb, 2017 at 3:23 PM
CREATING A NEW INTERNAL USER
To add a new internal user in your installation, simply navigate to Settings–>Manage Staff, and click the + button. From there, you will be prese...
Wed, 22 Nov, 2017 at 12:46 PM
EDITING/DELETING AN INTERNAL USER
To edit, delete, or otherwise modify an existing user in your installation, simply navigate to Settings–>Manage Staff, and use the Options dropdown next ...
Wed, 22 Nov, 2017 at 12:44 PM
CHANGING A USERS PASSWORD
To change an existing user’s password, simply navigate to Settings–>Manage Staff, and select “Set New Password” from the Options dropdown of the desired ...
Wed, 22 Nov, 2017 at 12:47 PM
STATUS TAGS OVERVIEW
The status tags let you quickly see if a user is currently set as Active or Inactive. If a user is set as Inactive, their account will remain in the databas...
Fri, 24 Feb, 2017 at 3:27 PM
CUSTOMIZE THEME SETTINGS
If you navigate to Settings–>Your Branding–>App Logo & Colors, you will see many options for setting custom background and text colors, and a cust...
Fri, 24 Feb, 2017 at 3:29 PM
CUSTOMIZE EMAIL TEMPLATE SETTINGS
By navigating to Settings–>Your Branding–>Email Logo & Colors, you will be able to fully customize the branding of all email notifications that se...
Mon, 27 Feb, 2017 at 11:21 AM
EMAIL TEMPLATES OVERVIEW
By navigating to Settings–>Your Branding–>Email Templates, you will be able to customize the content of each automated email notification that sends f...
Tue, 8 Aug, 2017 at 3:16 PM
MANAGE CUSTOM DOMAIN
One of the biggest and most powerful features of SuiteDash is the ability to apply a Custom Domain to your dashboard. This allows you to mask the default “a...
Fri, 28 Jul, 2017 at 3:34 PM