Module 1
Dennis
Last Update 3 years ago
Welcome back to Trakti's Academy!
In every module you will find a list of the topics that will be covered. Each topic when clicked opens a link to the guide to follow.
In this module we will learn how to set up, customize and manage your Business account. In case you are familiar with these functions you can skip to Module 2.
So let's get started!
Business profile setup and management
- Here are the instructions for Setting up your business profile
- To customize your contracts follow this guide: How to set up header and footer for your contracts
- In case you have a role in more than one company you can Add a new company (Business profile) to Trakti
- Now let's see how to Switch profile
- Upgrading your profile is easy with Trakti
- Finally, let's have a look at Notifications settings
Congratulations! You have completed the first module of the Intermediate level. Now let's move on to the second one.