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, ...
Thu, Sep 4, 2025 at 10:59 AM
FAQ :: Cancel Subscription
You can cancel your subscription by selecting the Cancel Subscription button under the billing view. How to get to the billing tab: Admin > Billing ...
Wed, Aug 13, 2025 at 4:57 PM
FAQ :: Update Billing
You can update your card information and billing email by selecting the Update Billing Information button. Application Link: Admin > Billing  Ch...
Wed, Aug 13, 2025 at 4:57 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. ...
Thu, Oct 9, 2025 at 9:19 PM