##### Getting Started:

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To sign up, visit the registration page, fill in your details such as name, email, and password, and click "Sign Up." You'll receive a confirmation email to verify your account.

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To create an account, you'll need to provide your full name, email address, and create a secure password. You may also need to verify your email address.

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After signing up, you'll receive a confirmation email. Click on the verification link in that email to activate your account.

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Check your spam/junk folder. If you still don't receive the email, try resending the confirmation link from the login page or contact support.

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Yes, you can sign up using your Google or Facebook account by selecting the respective option during registration.

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After logging in, you’ll be directed to your dashboard, where you can start exploring the platform, set up your profile, and customize your preferences.

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Yes, once you log in, you’ll be provided with an introductory tutorial that explains how to use the platform's key features.

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Go to your account settings, where you can change the language and region preferences under the "Preferences" tab.

##### Account:

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Go to the login page and click on "Forgot Password." Enter your registered email address, and we’ll send you a link to reset your password.

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To change your email, go to the account settings, enter your new email, and verify the change through a confirmation email sent to the new address.

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Yes, you can request account deletion by contacting our support team. Once deleted, your data cannot be recovered.

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To update your details, go to your profile page and click on "Edit Profile" to change your name, email, password, or other personal information.

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You’ll receive a verification email after registering. Click on the verification link to confirm your email address.

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We recommend using only one account per person. If you need multiple accounts, please contact support for assistance.

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Temporarily deactivate your account by contacting customer support. We can help you suspend your account while keeping your data intact.

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You can link your account to other services like Google or LinkedIn by going to the "Integrations" section in the settings.

##### Configuration:

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Log in to your account, go to the "Settings" section, and adjust settings such as language, time zone, and privacy preferences according to your needs.

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Under the "Display Settings" section, you can modify themes, fonts, layout, and other visual preferences for your account interface.

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Yes, you can integrate with third-party tools such as CRM, email marketing, or project management systems. Go to "Integrations" in settings and follow the instructions.

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To ensure your data is backed up regularly, go to "Backup Settings," enable the auto-backup option, and specify the frequency (daily, weekly, etc.).

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In the "Roles & Permissions" section, create and assign different roles (e.g., Admin, Manager, User) with specific permissions to control access to various features.

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Yes, you can create multiple workspaces for different teams or projects by going to "Workspace Management" under settings and following the prompts.

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In the "Notification Settings" area, you can configure which activities trigger notifications, such as task assignments, updates, or reminders.

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Under the "Payment Settings" section, you can add or update your credit card, PayPal, or other payment methods for smooth subscription payments.

##### Processes:

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Go to the "Workflows" section, click "Create New Workflow," and define the steps, triggers, and conditions for your process.

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In the "Automation" section, you can set up rules to trigger automatic actions, such as sending notifications, moving tasks, or updating statuses.

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Yes, the system provides a dashboard to track process completion, stages, and any pending actions for all ongoing workflows.

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Go to the "Process Management" area, select the active process, and make changes to the steps or conditions. Ensure to save your updates.

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If a process fails, the system will notify you. You can review the error logs and retry or adjust the process as needed to resolve the issue.

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Yes, in the "Approval Workflow" section, you can create approval stages for tasks or documents that need review before proceeding.

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You can assign tasks by selecting the "Assign" option in the process editor and choosing team members or roles responsible for each task.

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Use the analytics tools available in the "Reports" section to track KPIs, completion rates, and bottlenecks within your processes.

##### Cases:

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To create a new case, go to the "Cases" section, click "New Case," and fill in the details such as case type, description, and priority.

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After creating a case, you can assign it to team members by selecting their names from the "Assign" dropdown menu within the case details.

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Each case has a status field (e.g., Open, In Progress, Closed). You can update the status as the case progresses, and track it from your dashboard.

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Yes, cases can be linked to specific projects or workflows. In the case details, select the related project or process from the "Link" option.

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Once the issue is resolved, change the case status to "Closed" and add any final notes or solutions to the case details before completing it.

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If a case requires immediate attention, you can escalate it by changing its priority level and notifying a manager or senior team member for action.

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Yes, you can attach relevant documents or files to a case by selecting the "Attach File" option within the case interface.

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Go to the "Reports" section, select the "Case Report," and filter based on case types, status, or date range to generate detailed case reports.

##### Employee:

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Go to the "Employee Management" section, click "Add Employee," and fill in the necessary details such as name, job title, and contact information.

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Yes, you can assign specific roles and permissions from the "Roles & Permissions" section, adjusting access levels for each employee.

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Performance reports are available under the "Employee Reports" section, where you can filter by date, department, or specific performance metrics.

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Go to the "Employee Management" section, select the employee whose details you wish to edit, and update their personal or professional information.

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You can track attendance in the "Time & Attendance" section, where you can view clock-in/out times, leave requests, and overtime hours.

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For onboarding, go to the "Onboarding" section, assign the necessary training materials, and monitor their progress through tasks and evaluations.

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Yes, you can create work schedules for employees in the "Scheduling" section, assigning shifts and hours for each employee.

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To deactivate an employee, go to "Employee Management," select the employee, and choose the option to terminate or deactivate their account.

###### Browse Help Categories

###### Account Management

Create, manage, and secure your account easily.

###### Settings & Preferences

Customize your experience and app behavior.

###### Privacy & Security

Understand how we keep your data safe account.

###### Team & Collaboration

Manage users, permissions, assign access level and groups.

##### Still need support?

Reach out to us anytime for assistance, we're here to help!

support@Property Finder.com +(415) 9874 5621

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