Cents

You now have the ability to adjust a customer credit on Cents! Simply follow the steps below to get started.

How to Adjust a Customer Credit

Need to delete a customer's profile at their request? Here's what to send Cents and what to expect.

How to Delete a Customer Profile

How to edit or update customer information (name, phone number, language preference). Note: can only be done through the Business Manager

How to Edit Customer Information

See all customer information, apply credits, and more.

How to Manage Customers (Video)

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Find, edit, and manage customer profiles and credits.

Customers

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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