Account Administration
- Add User
- Adding Your Company Logo
- Adding Tags
- Canceling Your Account
- Changing Your Password
- Choosing how many decimal places are displayed
Creating an Entity
Managing Ownership/Shares
- Add Stock/Unit Type
- Creating Ownership - In App
- Creating Ownership - In App [Video]
- Creating Ownership - Template [Video]
- Transfer of Shares [Video]
- Transfer Shares for Ownership Changes, Closure, and More
Creating Org Charts
- Accessing your org charts
- Changing an entity's color
- Changing the orientation of the org chart
- Creating an Org Chart
- Customizing relationship lines between entities
- Customizing your Org Chart ( Part 1)