Step 2:

Administration “casavi with extended rights”: Take a look at the individual functions and settings you can make in the admin area.

Make the following basic settings:

• Account management: add information about your company
• Employee administration: Create your employees and assign employee roles
• Look & Feel: Customize the portal to your corporate colors and upload your logo

Check the following default settings:

• Order types: Define the service provider types you are going to deposit
• Questions & Answers (FAQ): Create articles related to common inquiries
• Document types: Define the document types you will provide in the portal

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