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Knowledgebase : Settings
BLOCKED MEMBERS There will always be a member you would prefer not to work with for one reason or another. The Exchange allows you to completely block another member so that you do not see their directory entry and do not see or receive any load not...
BUSINESS DOCUMENTS This feature allows you to upload and display relevant documents about your business IMPORTANT - ALL MEMBERS CAN SEE YOUR DOCUMENTS UNLESS YOU BLOCK A SPECIFIC MEMBER IN THE 'BLOCKED MEMBERS' SECTION LOCATED IN SETTINGS DOCUMENT LIST...
COMPANY PROFILE Here you can manage your company profile. It has various sections that will control your account - notifications settings, payment terms for example. It also has sections that will be displayed in your directory entry. If you need...
DEPARTMENTS This section only appears if it is part of your subscription. It allows you to set up various departments within your organisation and assign subbies and drivers to this department. This is particularly useful if you need to manage many ...
MOBILE ACCOUNTS This section lists all of your company drivers and regular subbies. It displays which level of mobile has been assigned to each. Each subscription comes with one FREE mobile account (at Plus level) which can be assigned to any of ...
MY PROFILE This section allows you (as the main user of the account) to update your personal details and settings. Should you (as the main user) wish to use the mobile app, then please set yourself up as a company driver in addition to being a us...
This section allows you to add and manage users of your account. Your subscription level will determine how many users you can have. The system allows you to exceed this limit (a warning message appears) so that you can set up users as and when you nee...
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