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: +45 78 70 06 59, dial 1 for support.
