🔧 Setting Up Datagate
Other
Customer Setup
- How to configure a single user for multiple Customers in the End Customer Portal
- How to Add and Edit Customers
- How to Add and Edit Customer Sites
- How to Add and Edit Customer Products
- How to Add and Edit Customer Service Items
- How to Add and Edit Product Templates
Setting Up Rate Cards / Pricebook
Portal Settings
- How to Change Invoice Numbering
- How to Change Your Password
- How to Customize the Customer Portal
- How to Enable Extra Fields
- How to enable Two-Factor Authentication (2FA)
- How to send Receipts for Payments to your Customers