Client Portal: Creating Users
To create a Client Login user for a property manager: 1. On the black navigation bar (at the top of the screen), hover over Customers, then Properties, then List. 2. Click List. You will see your list of Properties. 3. At the right side of your ...
All tickets have the same basic layout. Tabs at the top of the ticket organize the ticket into defined sections. For the majority of job types the following tabs will be displayed: Dispatch, job type (i.e. PD, Account/COD, etc.), Payment, Release, ...
Omadi Essential Reference Guide
Getting Started With Your Omadi Essentials Account The best way to use Omadi is to use the system as much as possible. We want you to get the most out of your time with us, so this guide is designed to give you a two-week training plan to help you ...
All user profiles can be found at Setup (grey gear in the top right corner) > Company Users. On this page you can add new users and update users’ profiles. Only managers can create and edit all user profiles. Create Users To set up a user profile go ...
Motor Club Info for Digital Dispatching Integrations
If a customer wants to enable motor club integrations for digital dispatching, they need to provide Support with the following information: Agero Company Tax ID Provider ID Location ID (for example: 1) (You will need to log in to your Agero account ...