Admin Settings

FAQ :: Isolation Mode
Isolation Mode can be set in the permissions of standard users, which limits their access so they only see transactions they’re assigned to (Primary Agent, ...
Fri, Jan 16, 2026 at 7:59 PM
FAQ :: Manage/Cancel Subscription
You can update your card information and billing email by selecting the Update Billing Information button. You can cancel your subscription by selecting...
Mon, Apr 13, 2026 at 4:01 PM
FAQ :: Navigation Menu Titles Missing
This is due to the condensing of the left sidebar giving you more "real estate" of your screen for the screen you are working within at the time. ...
Mon, Apr 13, 2026 at 4:12 PM