Getting Started

Getting Started 23

• Login (1)
• Programs
• Account Setup
• Login (2)
• Co-Branding

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Partner Onboarding 8

• Creating Accounts
• Upload Market Assets
• Email Partner Login Credentials
• Partner Project Management
• Form Distribution - Program Forms

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Database Management 15

• Importing
• Exporting Contacts
• Groups
• Merge Duplicates
• Creating Contacts & Accounts

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Account Center 6

• Disable Users
• Updating Organization Information
• Create a New User
• Permission Groups
• Permission Management

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