After you log in to your Contract Simply account, you can view your organization's settings by clicking on your institute's name in the top right corner of the webpage.
After clicking the organization's name, a sub-navigation menu will appear.
Here's what the sub-navigation tabs are for:
- Profile - View or update your account details
- Users - Invite internal employees to register
- Bank Accounts - Add the bank account(s) that will fund your projects
- Payments - View a list of all payments being processed or completed
- Borrowers - Invite borrowers to the platform
- Contractors - Invite contractors to the platform
- Vendors - Add inspectors and other 3rd-party vendors
- Integrations - Integrate your Quickbooks account
- Document Templates - Upload document templates
Note: Only Admins can add bank accounts and add/remove other users.
We're here to help! Please contact us if you have any questions, concerns, or feedback. You can reach us at 1-833-4SIMPLY or via email at firstname.lastname@example.org.