Internal Admins can add and remove permissions for Users. Follow the steps below to update a User’s Permissions.

The Generate Document automated event can be used to generate a document automatically. You can set specific triggers, so the document will generate once set requirements are met. Adding a Generate Document Automated Event Select a template from the Document Document dropdown box. To learn how to create document templates, view our guide. Check the Enable Auto Sending checkbox if…

Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin. Click on groups Users and then My Team Members. Click on the Team Member who you would like to update an email for. This will take you to their profile page. Hover over the current email in…