• How can I recover my account password?

  Go to the login page, click on the 'Forgot Password' button. Enter your registered email ID. A reset password link will be sent to your email. Follow the link to recover your password.Some readers

• How to create a user account?

  You can add customer account details as per your requirement. Click on the 'Add Account' button under the 'Accounts & Contacts' option from the left navigation menu. Here, you can enter the account name, email address, phone number, etc. Click on the 'Create Account' button. Also, you can download your AccSome readers

• How to enable Two-Factor Authentication (2FA)?

  Two-Factor Authentication adds an extra layer of security to your account with a randomly-generated, one-time password (OTP) in addition to your username and password. You can enable 2FA by visiting the Settings option, in the top-right profile area. Once you click on it, you will find the Two-Factor Authentication (2FA) option under the Security tab. To activate this setting, yFew readers

• How to create a user Contact?

  You can add customer contact details as per your requirement. Click on the 'Add Contact' button under the 'Accounts & Contacts' option from the left navigation menu. Here, you can enter the contact name, email address, phone number, etc. Additionally, you can choose the account to which you want to share this contact. Click on the 'Create Contact' button. (https://storage.crisp.chat/users/Few readers

• Global Search

  You can search and access your proposals from the Search option in the top navigation menu. Click on the search bar option. Here, you can search and open your proposal directly from the top navigation bar menu. To search for proposals, you need to enter first three letters of their names. You can view your results by clicking on them. (https://storage.crisp.chat/users/helpdesk/website/ce9de7Few readers