Setup Your User Account
Open a Twilio Account (NOT SUPPORTED)
Here are a few steps to help you open a Twilio account so you can use our Telephony integration. NOTE:| We support our telephony integration but not Twilio. Any issues with Twilio such as how to use and configure etc needs to be directed to Twilio ...
How to create an API key
If you want to import insurer data you will need your own unique API key, which is just a long set of numbers. Make sure you are logged into the User Account you want to create the API Key for Then in your Navigation menu click Data Imports Read the ...
How to change your password
How to change your password The video below is in two parts as follows; How to change your user password, if you know your current password; How to change your user password, if you do not know your current password For Option 2 just fast forward to ...
Allow or Revoke Developer access to Adviser CRM
DEVELOPER ACCESS From time to time we may need Developer Access to your account to help with setup, training or any issues you may encounter. Please follow these steps to enable developer access. After you have logged into your CRM the top right ...