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How To Guides
Information about common features
33 articles
Getting to know the App
How to use application, how to setup main features (add company, enable locations etc.)
Clean cache
Add companies
Add a company from integrated systemYou can add a new company to SO from your PSA instead of adding it twice to both systems and mapping
Health score logic
Enable Sites/Client Locations
Report types
How Stack module works
Add Widgets / Overview page
Setup custom email - Instruction
Setup custom domain - Instruction
Module builderHow to create embedded modules and adjust integration via embedded link
Reports, templates
Collection provides instructions how to add reports / templates, setup report's parts and manage reports data
Roadmap part
Enable / disable recurring budget
"Clear Item" Option in AssessmentClear Item icon:
Report - Assessment part
Create embed partYou can embed external content to your report
Hidden Grades and GroupsSometimes you will run into a question that is not relevant to your customer within the assessment.
Recurring items in AssessmentHow to enable recurring for Assessment, how system uses effective and cancellation date in Recurring budget
Delete parts from draft report
How to make changes in Completed report
Report parts settings
Add page numbers to PDF report
What "Presentation / Display settings" mean
Change print settings for report
Meet new Cover Page Report Part
How to create multiple reports in one action
The reports are not pulling in any assetsWhat are the possible reasons if you don't see any assets
Configurations classesConfiguration /Assets classes can help you plan budget
Setup columns for Contacts partChoose what columns you want to see in Contacts part for Build and Presentation modes
Merge Office with ContactsFeature allows you to join Contacts list from PSA and Users list from Office 365
Users
How to invite users and manage permissions
Change VCIO label
Assign VCIO/ primary user for company
User roles and Group permissions
Add users and resent invitation