Steer by QuickReach Helpdesk
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Company and User Settings
Setting up and managing admin and user accounts, as well as the company profile.
Adding Users to Steer and Configuring Access Settings
As an Admin, learn how to add new users to Steer and assign appropriate access settings to them.
Managing your Groups
Group Management lets you create different kinds of groups and can set them as the type of user when designing a workflow and record app. This greatly helps for keeping track of the status of a case that undergoes multi-level approvals. Assigning actors as approvers in a process step can also be assigned to a group. You can create a group for every department and project, or a group consisting of one person per department in the company. These
Setting Up an Admin Account
Learn how to set up your company account, invite your users, and assign licenses.
User Roles in Steer: Admin, Builder, and User
Learn about Steer's five user roles: Internal User, Builder, Admin, External User, and Anonymous User.
Customer Access Tool
Learn more about the Customer Access Tool feature where you can configure the Steer widget and embed forms on your website. You may also your unique create customer app.
Setting Up an Internal User Account
How to set up your account as a user. You can change your password and change your personal details
Setting up your Company Profile
Setting up your Company Profile takes only a few minutes. To do this, expand the dropdown menu beside your name and go to Company Profile. In the company profile page, you will find an Edit button at the upper right corner of the Company Profile form. Click this to begin editing the following details in your form: Business Name Industry Alias Currency Country Contact No. Address State/Province Town/City Zi
Managing Personal Details
After successfully creating an account, you can proceed by setting up your personal details. Setting up your personal details takes only a few minutes. To do this, expand the dropdown beside your name and click on My Profile. Edit the form containing the fields for your personal details. Some details in the form are required to be filled up first be
Setting Up Notification Management
Users with Admin account can setup a Notification Management. To get started in creating a notification template, expand the dropdown button beside your profile name and click on Notification Management. From the notification management page, click on Add Notification to start creating a notification template. The Notification Configuration wi