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Set up and manage contract and claim handler email notifications
Learn how to set up email notifications for contract and claim product events for your internal users. Link an email address for contract actions and another for claim actions. Permission required: Users with the Settings permission can access this ...
Set up business profile
Customize your business branding by entering your company details. These will be displayed in the headers and footers of emails and invoices sent from WarrantyHub. Permission Required: Users with the Settings permission can access this feature. Add ...
Set up and manage SMTP credentials
Customize your WarrantyHub email events to suit your company preference. The "From" address will utilize an SMTP service of your choosing for sending outgoing replies. Permission Required: Users with the Settings permission can access this feature. ...
Add and invite users
Efficiently growing your team is pivotal to scaling your business operations. Our guide on “Adding a New Team Member in WarrantyHub” provides a straightforward process to incorporate new staff into your system. It ensures they receive the appropriate ...
Set up and manage role-based permission groups
Establishing clear boundaries and responsibilities within your team is a cornerstone of secure and efficient system management. The “Role-Based Access Permissions in WarrantyHub” guide is crafted to assist you in defining and implementing these ...
Add a policy welcome packet
Providing a comprehensive welcome packet is crucial for client engagement and clarity in warranty services. This guide on ‘Adding or Updating a Welcome Packet’ in WarrantyHub ensures you have the necessary know-how to upload the latest information ...