People
- People
- Setting Company Permissions for the Customer Portal
- Understanding Companies
- Importing Companies via CSV
- Editing Your Profile Preferences
- Adding a New Company
- Upgrading an Agent to a Site Administrator
- Updating a Customer's Individual Customer Portal Permissions
- Exporting Companies
- Why Can't I Edit the Company on a Customer's Profile?
- Companies and the Customer Portal - What Your Customers Need to Know
- Editing a Company
- Understanding User Permissions and Access