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Webinar - User Card v2.0

Watch the webinar on the User Card v2.0, where we give an introduction to the most important new features. Duration: 3H.

Written by Amanda Larsen

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.

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