Manage your account

Workspaces

• What is a Workspace?
• Create a Workspace
• Navigating through Workspaces
• Workspace Roles
• Move templates and contracts between Workspaces

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Manage users & groups

• Invite users
• Deactivate users
• Add users to groups

Roles and permissions

• Roles and permissions
• Grant access to a Workspace
• Remove access to a Workspace

Settings

• How to manage your notification settings
• Take over an existing user
• Change password
• Single Sign On (SSO)

My Profile

• Private message templates
• Two-Step Authentication for Login

Templates

• Add a page break
• Lock sections in templates
• Section: Text and Image
• Template Library