Method

Changing the company account preferences.

Company Account Settings

As an admin, change your Method:CRM subscriptions

Admin users can change the display defaults for the platform.

As an admin, change the default notifications.

Configuring the portal for contacts to sign into.

View what the portal looks like as a specific contact

Details on the "Settings" section for the portal configuration.

Details on the "Screen" section for the portal configuration.

Edit the links and style of the navigation

Admin users can view and schedule app routines defined in their account.

As an admin, review historical changes made to your Method account.

Understand how to configure your Method account settings.

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