Product Tips & Tricks

December 14, 2020

Each month we'll gather a couple of tips and tricks from our Sales Engineering and Customer Support teams to share with you.

These will be a compilation of usage tips, workarounds, and recommendations to gain efficiency and to maximize your account.

1. Add multiple client users to their account at once using the Add Team Members card in the Overview screen. No more adding clients one-by-one!

2. Help vendors take a self-serve approach to starting their account and entering their bank information. First, go to Settings > Profile. Look under Your Company and check that your profile is set to Public, and that your profile URL is listed. Then, copy the URL and share it with any vendor to get them started!

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