Knowledge Base

Learn how to submit feedback, vote on suggestions, comment on ideas, and track feedback status.

Learn how to create automated workflows with triggers, conditions, and actions to streamline repetitive processes.

Learn how to create incidents, follow the status workflow, assign user roles, add notes, and manage GDPR data breach fields.

Learn how to subscribe to a plan, view invoices, cancel, resume, and manage your ISO Mate subscription.

Learn how to add, edit, and remove billing contacts, set a primary contact, and manage billing notifications.

Learn how to customize notification categories, set quiet hours, and control how you receive alerts.

Learn how to enable two-factor authentication, manage recovery codes, and link your Google account for secure login.

Learn how to configure your organization name, timezone, business address, and other account-level settings.

Learn how to create custom object types with the form builder, define fields, organize with tabs, and publish.

Learn how to invite users, create custom roles with granular permissions, and manage team access.