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Setup & Onboarding
Setup & Onboarding
Account setup for administrators and implementation managers
By Micaela and 1 other
2 authors
12 articles
Structure & Settings
Organization Settings
User Settings
Billing and Payment by Credit Card
Configuring Approval Steps
Managing Team Permissions
Media Types, Vehicles, and Fields
Configuring the Sheet View
Plan Fields
Tags
Tags
Restricting Fields & Tags Per User
Conventions and Calculations
Plan Naming Conventions
Template Fields
Calculations