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Frequently Asked Questions

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My business has changed - how do I change the checklists I can see on my dashboard?

To change your company profile to add or remove the following checklists

  • Staff
  • Stock Control
  • Debtors
  • Operations Management

1. Go to My Admin in the top right menu bar
2. Select My Company
3. Select the Edit button
4. Change each Yes/No option as applicable
5. Save changes
6. Go back to home

Watch the video here for a demonstration

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