Quick start guide

Summary

Copaco has collected the most important articles from the knowledge base to get you started. This article has references to other knowledge base articles that help you getting started in our platform.

Prerequisites:

• An invitation e-mail to login to the new platform.

Getting started:

1. How to login: How to login

2. How to customize your platform: Theme & UI (Click for more articles)

3. How to create a customer: How to create a customer NEW

4. How to order subscriptions: Please check the ‘How to order’ article under the specific vendor.

5. How to adjust the amount of licenses: How to change the amount of licenses for your subscription

6. How to upgrade to a better plan: How to upgrade your subscription to a better plan

7. How to cancel a subscription: How to cancel your subscription