Getting Started

Basic guides to help you get started

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• Account Switching
• Adding Users
• Auto-Refresh
• Enable/Disable Notifications
• Filters
• Group Settings for Forecasting and Purchase Orders
• Label Printing
• Permissions
• Search within filters
• Searching List Pages
• Targets, Thresholds, Forecasting
• The Home Dashboard
• Two Factor Authentication (2FA)
• Welcome