Set-up

14 articles in this collection
Written by Martin and Billy Webb

How to invite a team member?

Written by Martin
Updated over a week ago

Managing users

Need to add a user or learn how to manage roles. Learn all about user management.

Written by Martin
Updated over a week ago

Personal notifications

How to set-up personal notifications when ticket events occur.

Written by Martin
Updated over a week ago

What are the user roles in Tudodesk

What the user roles and how do they restrict access.

Written by Martin
Updated over a week ago

How to import services, products, or parts

Written by Martin
Updated over a week ago

How To Set Up and Track Sales Tax

Set up single or multiple sales taxes for your local agencies

Written by Billy Webb
Updated over a week ago

How to import customers lists

Written by Martin
Updated over a week ago

The quick launch menu

How to create a short cut on the Quick Launch menu bar.

Written by Martin
Updated over a week ago

Email signature generator

Written by Martin
Updated over a week ago

How do I deactivate a user

Tudodesk has a number of options to help you manage your users. To help you make it even easier we added user deactivation.

Written by Martin
Updated over a week ago

Editing a user's role permission

You can change your a users role permission to restrict their access to your domain and data.

Written by Martin
Updated over a week ago

How to Set Up your Profile

Edit your name, photo, phone number, bio and signature.

Written by Billy Webb
Updated over a week ago

How to Upload Your Company Logo to Your Documents

Brand your documents and communication with your company logo.

Written by Billy Webb
Updated over a week ago

How to Add an E-mail Signature and Photo to Your Profile

How to add an email signature to messages and a profile photo using the profile settings.

Written by Billy Webb
Updated over a week ago