Accounts 8 articles


1
Creating a new account  

To sign up for your GoGoWorx knowledge base account, visit our Registration Page and complete the easy sign up process, as described in this article From the Log In page shown above, new users should click on the Register link shown at the bottom of the page (highlighted red in the image). This will take you to the registration page, as shown here: You can register by fi…

2
Site Name Selection

Selecting your "Site Name" is one of the things you will be asked for when you create your account during registration. This site name is very important, since it will be used to identify your specific account in future. All of your staff and users will use this Site Name as part of the URL they use to reference the knowledge base system, and this Site Name cannot easily be changed. Specifica…

3
Account Types

There are four main Account Types available when working with knowledge base services, ranging from the Free (Basic) account type, to the Enterprise account type. Feel free to contact us if you require a custom account configuration Each of the available types comes with a number of different features, giving you the flexibility to select options most suitable for your team's needs. The ta…

4
Trial Period

All GoGoWorx knowledge base service plans come with a 30-day trial period to allow you to fully experience all of the functionality offered by our services. We encourage new users to take advantage of this in order to check out each of these features to help you make an informed decision about which of the available Account Types is the best match for you, your team and your users. Feel fre…

5
Secure Payments

Security of your data and payment information is our highest priority. For this reason, we selected Stripe as the secure payment processing system we use. Not only is this a highly respected, globally supported payment system, it is also one of the most secure. In fact, your payment details are never stored on any of our system, so your credit card information, including the card numb…

6
Payment Methods

You can update your payment card options at any time by visiting the Accounts Portal and selecting the Update Payment Options button highlighted below. Once selected, you can edit the credit cards associate with your account to remove or add new cards and also to choose which one to make the default payment method. Use the " Add New Card " button at the bottom to add new…

7
Invoices

Invoices can be accessed via the Account Details Page within the Accounts Portal for users that have been granted `ACCOUNT` role permission. Clicking on the View Invoices button (highlighted above) will show a list of recent invoices that are available to view or print. You can choose to view any listed invoice by clicking on the icon to the far right. If …

8
Next Invoice Preview

If you ever need to see a preview of your upcoming invoice, you can do so in a similar way to viewing stored invoices, from the Account Profile page, which can be accessed from the Accounts Portal . Instead of selecting the " View Invoices " option, you should instead select the " Preview Next Invoice " button (highlighted in the image above). This will show a preview of…

Accounts   8 articles