Getting started
Set up your account, company details and team.
- How to configure your account in easySales: personal details, company info for invoicing and password Set up your easySales account in one place: your personal details and preferences, the company information used on your invoices, and your password. Includes the things to watch — why changing your country can affect your subscription, and why your email is fixed here.
- How to manage your team in easySales: roles, permissions and inviting members Add colleagues to your easySales account as team members and control exactly what each one can see and do. Manage your team covers roles, the granular permission set, plan limits, the invitation flow, order-status access, per-member default printers and how to revoke or reactivate access.