INGENIOUS.BUILD

JD Williams

Setup your company's workspace with contacts, employees, account types and company settings. 

Add or edit general information and preferences about your company

Add/edit business units within your company's workspace.

List all of your office locations so that you can assign your employees to the correct locations!

Instructions on how to adjust the header, footer, logo and accent colors for general PDF's and proposal PDFs within company settings.

How to adjust and set your company's working hours

How to create a trusted domain to allow or limit users within your organization to join your company's workspace

Add / edit account types within your company workspace to control employee permissions

Add / edit a job role and pay rates of employees at your company.

Add/Edit external contacts individually or using a list to your company's workspace.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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