Admin

Settings

The Settings page is your designated space for updating essential organization details, including logo, name, and contact information.

Users & Access

You can add, edit and delete user in the Admin’s folder. This is a function limited to the administrators.

User access level

• Administrator: Has full access to all features and settings.
• Sales Agent: Focuses on lead management and CRM activities.

Subscription & Billing

Payment Method The method used to pay the SelfLane Bills.

To enter or edit the payment method, click Edit in the upper right of the box.

• Type in the credit card number, expiration date, and CVC number.
• Click Save

Bills Hardware & Service Bills

Bills are listed annually by month. To view previous years, click on the date dropdown menu in the upper left of the box.

• To save/print the bill click PDF on the corresponding of the bill.
• To Pay the bill click Pay on the corresponding of the bill.
  • This will give you the option to Pay the bill with any online sales balance available or pay by credit card.