User Management
- How to set up New Employees Using the "Set Up New Employees Page"
- Updating A Single Employee's Information
- Importing Employee Data via CSV File
- Deleting Employees
- Modifying Email Templates
- Inviting Employees
- Adding Employees Manually
- Syncing QuickBooks Online Employees
- Active/Inactive Employees
- How to Merge Accounts
- Reset Password for an Employee
- How to set up and assign departments to Managers?
- How to Enter Employee's SSN/SIN
- How to Upload Pay Stubs or Tax Forms Manually
- How to Remove Multi-Factor Authentication (MFA) for an Employee
- How do I check if an employee has been invited and has logged in?
- How to Identify Employees with Missing SSN/SIN
- How to Identify Employees with the Same SSN/SIN
- How to Identify Employees who share Email Addresses
- How to Access and Review Activity Logs
- Portal Usage Report
- Configure Microsoft Graph API Mail Server Settings