Set Up You and Your Team

Your Profile

Access and modify your profile by: Navigating to Your Name in the upper right hand corner of any page and...

Setting Up Roles & Permissions for Staff

Video Directions In Owlytica, you have the flexibility to create multiple roles to suit your needs. These roles can then...

Set Up the Sales Rep Role

There are specific permissions required to assign a team member as a Sales Rep to a contract or a quote....

Add team members to Owlytica

To add your team to Owlytica: From the main menu navigate to Settings > Account Setup > Team. From here...