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Knowledge Base
Getting Set Up
Getting Set Up
This section will cover setting up basic accounts settings, setting up you and your team and how to create companies.
Set Up You and Your Team
4 Articles
Creating Companies
4 Articles
Owlytica Portals – Logging In
Video Description Owlytica offers portals for your team to use, as well as a separate portal for your customers....
Account Settings
To set up your account settings: From the main menu go to Settings > Account Setup >Account Settings. Fill out...
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Video Tutorials
Set Up You and Your Team
Quoting Set up
Quoting
Help Desk / Ticketing
Getting Set Up
Creating Companies
Creating a Support Quote
Contracts
Advanced Quote Options
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