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Knowledge base
Settings
Getting Started
Manager
Provider
Settings
Higher manager
Provider
Teams
General
Higher manager
Manager
Projects
Manager
Provider
Finances
Higher manager
Manager
Provider
Settings
Manage profile settings, rates, add payment methods and more.
Higher manager
Accessing settings
Creating and updating onboarding forms
Assigning a Financial Controller
Creating and updating templates
Accessing reports
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Filling out onboarding forms
Filling in your company details
Creating a payment method & setting rates
