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Agents (User) Administration Settings
12
Manually Reset Agent Passwords - No user email
Manage Users (Agents)- Active Users List
Change My Password (Agent)
Manually Reset Agent Passwords
Create New User
See all 12 articles
Consumer Administration
14
How to change the email address on a Consumer's online account
How to access a consumer account
How to Create an Online Account for a Consumer (Internally)
How to reset the password on a Consumer's online account
How to use an email address to lookup accounts
See all 14 articles
Consumer Experience
8
Login Process
Consumer Main Page (After Login)
Payment Options
Checking Account (ACH) Payment Screen
Recurring Payments
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Email and Letter Administration
29
How to Create an Email Template
How to Send Mass Emails
Edit Email Templates
Top 10 Ways to Improve Email Campaign Engagement
How to Edit a Letter Template
See all 29 articles
General Administration
3
The License for the SSL Certificate is Expiring
Log
Add Billing Information
Training Program Module
5
Create a Training Program
Assign Training to Agents or Groups
Error uploading a training document "There was an error processing the last request. Internal Server Error"
Copy a Test
Past Training Reference Material Access
Onboarding
2
Onboarding - Email - DNS References
GoDaddy Delegate Access
Payments
7
What credit card payments gateways are available?
Consumer Recurring Payments Process
How to process a credit card payment internally
Declined Payments
Create Source Key for USAePay
See all 7 articles
Reports
7
Payments by Day or Payment History Report
Payments - Payments by Month
Payments - Payments by Day
Reports - Standard Reports - Daily Summary Reports
Reports - Standard Reports - Payments Created By Month
See all 7 articles
Text Messaging
5
Getting Started with Text Messages
How to Create a Text Template
Texting Restrictions
How to Send a Text Campaign
Integrating with TextRequest
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