Edit Users' Personal Info, Access, and Roles
*A User can only be edited in the Browser App 1. Along the left-hand bar, select Company Settings 2. Select User Management 3. Click the User to edit 4. Edit any of the following: Personal Details: Update a user's name, phone number, or address ...
Edit API Key
Browser App Along the left-hand bar, select Personal Settings, indicated by the "gear" icon Select API Keys Click Edit to the right of the API Key "title" Edit API Key Click Save
Edit Current Opportunity Details
Edit a current opportunity's details when you need to update the current job or claim.There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). An asset's ...
Update Notification Settings
We have three notifications that you can set: Weather notifications: Allows you to never miss when a storm happens in the areas you are tracking. Live forecast notifications: Allows you to know each time our meteorologists go live on Facebook or ...
Edit Your Company's Status List
Mobile App Along the bottom bar, select More tab indicated by three dots Select Company Settings Tap Opportunity Settings Select the Stage with the corresponding Status Tap the Status Edit details and tap Save Browser App Along the left-hand bar, ...