Knowledge Base
How to Create a New Account Group
New Account Group in BizCore System Account Groups in BizCore help you organize and categorize your client accounts, making it easier to manage data, segment clients, and generate more targeted reports. This guide walks you through the process of setting up a new Account Group step by step. Access the...
Read moreHow to Add a New Staff Member
How to Add a New Staff Member in BizCore System Adding a new staff member in the BizCore system is an essential step to ensure your team can access the platform and perform their respective roles efficiently. This guide provides a detailed, step-by-step walkthrough for creating a new staff profile...
Read moreHow to Set Up Contract Types
How to Set Up Contract Types Contract Types in the BizCore system allow you to categorize and manage contracts efficiently. By defining specific contract types, you can easily track, report, and maintain consistency across your company’s agreements. Setting up Contract Types ensures that your team uses standardized categories when creating...
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