Overview of Dashboard
The Dashboard provides a consolidated view of user and vendor activities and statuses within your...
Imports Overview
The bulk import feature is designed to empower administrators with the ability to import and mana...
Settings Overview
The Settings section provides a comprehensive overview of the configurable options available for ...
Tax Treaty Engine
The Tax Treaty Engine enables administrators to check for tax treaties between your institution's...
Change User Email
Here's an overview of how Administrators can change or update an Individual user's email address....
Audit Log
The Audit Log is designed to give administrators the ability to review changes, updates or edits ...
Transitioning to SSO: A Step-by-Step Guide
Institutions transitioning from password login to Single Sign-On (SSO) can follow the steps below...