BriteBiz

This video walks you through removing a user's access to your account

How Do I Delete a User?

Using Support and Training?

Learn what your options are if you receive two inquiries from the same contact.

What to do if I receive two inquiries from the same person about the same date/event?

You might want a list for an external email marketing service. Don't forget, we integrate with MailChimp!

What is the best way to export a list of contact email addresses?

It's super easy, you just have to click one button first!

How to Copy and Paste from Microsoft Word into Emails, Worksheets and SmartDocs

How to align text in tables.

Adding tables to templates is quick and easy!

How do I add a table to a SmartDoc/Worksheet or Email Template?

If you have created two Company names - for the one company, or two Contact names, for one person, this article tells you what to do.

I have created a duplicate Company or Contact in error.

This means your payment provider has not approved your payment request.

What does it mean if I see a "Transaction Failed" notification when processing a payment?

It is easy to mass delete data from the system. This article will show you how.

How to Mass Delete Records

Learn what to do if you want to format in a document.

Formatting/Centering text in an Email, Worksheet or SmartDoc?

We would love to get a video testimonial from you!

Video Testimonial!

Data security is paramount to our service. Read more here.

Data Security

Pasting into Email, Worksheet or SmartDoc templates? You need to remove the formatting .

How to copy text from Microsoft Word to BriteBiz?

Calendar Improvements

Sign in with a Google or Microsoft account

Google & Microsoft SSO

What triggers an update in the Updated Date Field

Updated Date

Understand currency formatting in BriteBiz

Currency Format

Remove Demo Data

Landing Page Builders

Default Account Font

Understanding a 403 error and steps to fix it.

Solving a 403 Error

Explains the advantages of login portals over public shared URL links.

Why BriteBiz uses Client Portal Login?

How to use your business email as a VA when working in multiple different businesses using BriteBiz

Using My Virtual Assistant Business Email

Eamon

John | BriteApp

Other FAQ

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.