Accounts
Contacts
- How do I link contacts to a bank account?
- How do I add an image to an existing contact?
- How do I edit or delete a contact?
- How do I search for an existing contact?
- How do I manage notes for my contacts?
- How do I create a new contact?
- How can I assign categories to my contacts?
- How do I manage tags for my contacts?
Users
- How do I resend invites or verification requests?
- How do I create additional users?
- How do I add new users to my account?
- How do I delete users?
- What can each user access level do?
- How do I add users to sites?
- How do I adjust user roles?
- Why do Admin users need to verify their identity?
- How do I manage user permissions?
Account Settings
- How do I view my Zeller Business Account details?
- How do I update my phone number?
- Can I use Zeller if my business is outside of the UK?
- How do I customise my receipt settings?
- How do I update my email address?
- How do I reset my password?
- How do I update my account information?
- How do I view my Zeller Business Account payment history?
- How do I open additional Zeller Business Accounts?
- How do I upload documents requested by Zeller for verification?
