Setting Up Your Agency

Getting Started

• How to Access the Setup Settings

Agency Wide Settings

• Setting Your Agency Default Settings
• Setting Agency Default Margins for Currency Metrics
• White Labeling Options
• Premium White Labeling Options
• Customizing Your Email Templates

Adding & Managing Users

• Creating and Customizing User Roles
• How do I log in?
• Adding a New User
• Resetting a User's Password
• How to Reset Your Password
• How to Change Your Password

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Agency Library Tools

• Setting Up Agency Library Filters
• Setting Up Agency Library Metrics

Billing

• Updating and Tracking Your Billing Information
• NinjaTrack Billing