Teams & Schedule Approving

autor: | Bře 9, 2020 | Onboarding

Teams & Schedule Approving As a start of the training, we need to prepare an e-mail containing information about Teams and Schedule. The email should be addressed to the Onboarding Manager by the client. Here is a sample letter: Hello,   we are...

Adding users to other Agencies

autor: | Úno 19, 2020 | Setup

Adding users into another Agency You have imported users already into the Teamogy. Now they are in the agency, where you imported them. The environment has more agencies and you would like to add the users also to the other agencies (for example to DEMO). Follow these...

Basic settings in new environment

autor: | Úno 17, 2020 | Setup

Basic settings in new Environment We have already prepared a new environment for the Client. Now we have to setup the environment. Every country has different VAT rate and other settings. Click here to find the country-specific settings. Find the client’s...

Register Import

autor: | Úno 17, 2020 | Setup

Import Register We need tools to do the agenda more faster. Import is one of these tools. When the environment is new, we need to set many settings here. That’s the reason why there is an register import. You just need to follow these steps to do it successfully: 1....