How to set up a new portal

After receiving an invitation to an admin account you can login to your company’s new portal. At first, your portal has Zoined's default settings on.

In upper right corner of the portal user interface you have a drop-down list where you can access Company settings.

As an admin you can edit
  • Default dashboard settings
  • Budgets
  • Email report definitions
  • Email report subscriptions 
  • User accounts and user rights 
  • Teams and team permissions
  • Shared company reports

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