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To download above documents:

  • Click on desired document

  • Click on cloud symbol in the upper right-hand corner of your screen, this will allow you to download, save and/or print

  • Click on video above to see full demonstration (Coming soon)

You can customize the Homepage under the megaphone

Benefits and Need to Know

Benefits and Need to Know

Benefits

  • Customize Messaging and links (Customer Resources) under the megaphone

Need To Know

Homepage updates show under the megaphone

  • Messaging

  • Useful Links otherwise known as Company Resources

    • Note: Clones over from template, may only need to make minor changes based on company needs

Homepage Messaging under Megaphone

Benefits and Need to Know

Where to Update

  • Click on Settings tab

  • Click on Home Page Updates

Customer Services Message

  • Enter HTML or plain text to be displayed on the services home page:

Additional Resource Links: Company Resources - Useful Links

  • Link Name: Define name customer will see

  • URL: Define URL Link Name is pointing to

    • Note: add full URL

  • Remove: Allows you to remove Links no longer needed by client

  • Add a New Link: Allows you to add new links to site

  • Click Save once updates have been saved

  • Test to insure message and links are working properly

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