Help center > Connectid Business resources

Connectid Business resources

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Request link to privacy page
Go to Requests in Settings. Copy the link and add it to your Privacy Policy.
Security setup
Go to Roles in Settings. Scroll down to Security. Turn the Approvals toggle on to increase security.
Templates
Go to Templates in Settings. Run the setup Wizard.
Invite users
Go to Roles in Settings. Enter the email of the person you want to invite. Assign their role from the dropdown.
Videos

Quick guide to get started

Request Portal setup

Security and approval setup

Data entry setup

Roles setup

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