Organization & Users

Organization Setup
TABLE OF CONTENTS Basic Settings Regional Settings Advanced Options Integration Settings You can manage your organization via the Organization Set...
Mon, 8 Feb, 2021 at 3:01 PM
Adding a New User
When you click the “users” link from the "My Account" menu, you will be taken to the User list page. This shows all Users that are currently acti...
Thu, 15 Oct, 2020 at 3:32 AM
Adding and Managing Users
When you click the “Users & Groups” link from the "Admin" left navigation menu on the dashboard, you will be taken to the User list page. This...
Mon, 5 Apr, 2021 at 11:33 PM
Forgot Password
IMPORTANT NOTE: Changing a user's password will result on all locally-saved drafts on that user's devices being lost. These drafts cannot be recov...
Mon, 16 Nov, 2020 at 6:01 PM
Users - Frequently Asked Questions
Q: Is it possible to permanently block a user’s device from accessing our system or block someone's IP? A: We don't provide any means of blocking ...
Thu, 15 Oct, 2020 at 3:33 AM
Deleting and Restoring with Trash
On occasion, we get requests from users who had accidentally deleted items from their account and were then struggling to recover their deleted work. To add...
Tue, 23 Feb, 2021 at 1:51 PM