This webinar will introduce you to the 2.0 version of the user card in SameSystem. You'll get an in-depth look at what changes have been made compared to the old version of the user card. We will also demonstrate many new and important features, which can be used across the different roles and existing features we already have.
User Card v2.0
Webinar Agenda:
00:00:00 - Welcome
00:00:30 - Today's host and moderator
00:09:00 - Articles about the new User Card in the Help Center
The tab "General"
00:11:48 - Walk-through of the user list in "General"
00:21:42 - Walk-through of "General" in the User Card
00:26:50 - Create extra fields in the User Card
00:28:40 - Create extra sections in the User Card
00:35:52 - Add note and block users
The tab "Contracts"
00:41:28 - Walk-through of the user list in "Contracts"
00:45:29 - Walk-through of "Contracts" in the User Card
00:48:26 - How to amend a contract
00:50:08 - How to create a new contract
00:52:50 - How to delete a contract
00:56:00 - How to create a temporary contract
00:59:30 - How to terminate a user
The tab "Documents"
01:07:55 - Walk-through of the user list in "Documents"
01:09:40 - How to add a document to a contract
01:17:30 - Overview of already created documents
01:18:20 - How to add documents of any type to a user
01:19:45 - How to create document categories
01:23:20 - How to create document bundles
The tab "Permissions"
01:40:11 - Walk-through of the user list in "Permissions"
01:40:46 - Walk-through of "Permissions" in the User Card
The tab "Security"
01:46:52 - Walk-through of the user list in "Security"
01:47:40 - How to reset or change passwords
01:48:23 - How to enable and disable two factor authentication
01:51:22 - How to view login history
The tab "Balances"
01:52:00 - Walk-through of the user list in "Balances"
01:53:42 - Walk-through of "Balances" in the User Card
Creating a new user
02:04:39 - How to create a new user
FAQ page
Click here to read a detailed FAQ page that answers some of our most frequently asked questions relevant to the User Card v2.0.
Help & Support
If you have any questions or concerns regarding this feature, please do not hesitate to contact our Support-teams. They are ready and happy to help 😃
🖥️ Web/PC: Click on the blue bubble at the bottom right corner.
📲 App: Click More, followed by Contact support.
☎️ Phone: +44 20 8125 4730, dial 1 for support.
