Account Administrator - Maintaining your Account

This folder contains information only for Account administrators

How to prevent sales reps from deleting sales
Summary Focus gives Account Administrators (AA) the ability to prevent sales reps from deleting sales. This knowledge base article will describe how to ena...
Thu, 22 Aug, 2019 at 3:25 PM
How to add an additional email address for all Quotes, Sales and Order output
Summary Solatech Focus gives Account Administrators the ability to assign a second "Cc" email address to which every item emailed by any user in ...
Thu, 5 Sep, 2019 at 2:02 PM
How to add an image to your Terms and Conditions
Summary Solatech Focus Account Administrators can add an image to the Terms & Conditions used for their account. This knowledge base article will descr...
Thu, 5 Sep, 2019 at 2:20 PM
How to make an account user inactive
Summary This article will describe how an Account Administrator can mark a user as inactive.  Marking a user as inactive will prevent that user from access...
Wed, 18 Sep, 2019 at 9:49 AM
How to change your login password
Summary Solatech Focus users can change the system generated password to a unique password of their choice.  This knowledge base article describes how to c...
Thu, 19 Sep, 2019 at 2:15 PM
How to add terms & conditions to the signature page
Summary Account Administrators (AA) can add terms & conditions which will appear on the signature page in Solatech. This article will describe how to a...
Mon, 28 Oct, 2019 at 1:51 PM
Setting up email for your Solatech Focus account
Note:  This is a preview feature available to select customers. Summary Solatech Focus allows users to choose how email is sent for their account.  This ...
Tue, 5 May, 2020 at 10:22 AM