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Once you have created email templates, you can perform various action on them.   Viewing Email Templates Access the Email Templates page  From the email templates row, click view. The View Template page appears. Click Edit to enable...

Once you have added a tax authority number, you can perform various action.   Editing Tax Authority Numbers Access the Tax Authority Numbers page  Click edit. The Edit Tax Authority Number page appears. Make any necessary updates...

Once you have added a tax exemption type, you can perform various action.   Editing Tax Exemption Types Access the Tax Exemption Types page  In the exemptions row, click edit. The Edit Tax Exemption Type page appears. Make any...

Once you have created users, you can perform various actions on them.   Editing User Info Access the Users page  From the User’s row, click their name or details. The Preferences page appears. In the Users Info section, click...

When you first log in to Ubersmith or add a new brand, the Welcome to Ubersmith Wizard walks you through four critical configuration steps to support your business. While the wizard configures the most crucial options, it is highly recommended...

Locations allow you to define your facilities from the street level all the way down to an individual rack unit. Each facility can be further defined with zones, cages, rows and racks. Racks contain all of your devices.   Accessing...

Client tags help you visually identify important data specific to your company at a glance, such as their service level agreement or account manager.   Access the Client Tags Page From the Ubersmith Dashboard, click Settings. The...

Associating a ticket with a client assigns the ticket to a client and will display in the client’s ticket list. You can also remove any assigned tickets from clients if it was improperly associated.   Access the Support ManagerÂ...

Once you have created facilities, you can either edit or delete them. You can also add and delete zones and view existing cages inside the zones.   Adding Zones Zones are added to existing facilities from the Device Locations page. ...

The Client Communications page lists the available welcome and password email templates to send your client’s personalized emails including their specific information.   Access the Client Communications Page From the Ubersmith...