How To Tutorials

Table of Contents

Tutorial Instructions Tools & Account Settings

Tutorial Instructions


1. Scroll or use CRTL+F to search our collection of tutorials. 2. Once you select a tutorial, click Start Exercise to begin the tutorial. 3. In the tutorial, click the highlighted fields or pulsing icon to move to the next step. 4. Follow the steps to learn how to complete the exercise. 5. Once the tutorial is complete, click Try It Now to try the task on your FLX account.

1. Scroll or use CRTL+F to search our collection of tutorials.

2. Once you select a tutorial, click Start Exercise to begin the tutorial.

3. In the tutorial, click the highlighted fields or pulsing icon to move to the next step.

4. Follow the steps to learn how to complete the exercise.

5. Once the tutorial is complete, click Try It Now to try the task on your FLX account.

Tutorial Link	Use Case
How to Update Company Details	How to update details such as company name, address, number, and more.
How to Update Currency	You can change the type of currency displayed. Please note: this does not convert pricing for you.
How to Add Users	Grant your team access to your account by adding new users. Every user has the same level of access.
How to Receive Notifications	Notifications will keep you in the loop when new actions happen or when something requires your review. Important: Most notifications will not be sent until the task is complete not when it is started
How to Add Filter	Filters allow you to narrow your search parameters to only the information you want to see.
How to Add View	Views update the information display and can be tailored to show only what's relevant to you.