Business Fitness Help & Support

What's in the Portal 2

• Terminology used in the Portal
• Navigation Bar

Getting Started 3

• Introduction to Portal Roles
• Logging in to the Portal Admin
• Overview of the Admin Settings

Settings in Portal Admin 8

• Employees
• Dashboard
• Signing
• Notifications
• Filters

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Clients 3

• Adding Clients (Entities or Individual Clients) to the Portal
• Inviting an Account (User) to Access the Client
• Client Notifications

Accounts (People who access the portal) 1

• Accounts

Working with Documents 10

• Documents
• Filters
• Uploading Documents to the Portal
• Download Documents from the Portal
• Preview Documents

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Reports 1

• Working with Reports

Announcements 1

• Working with Announcements

Privacy & Legal 2

• Software Licence Agreement - Terms & Conditions
• Privacy Policy - HowNow Portal