Your Company
- How to use tags in your Analytics reports
- Change the currency of your account
- How to change your default company language
- Transfer the ownership of an account
- What are tags?
- Transfer the ownership of your Holded account
Set Up Your Account
- Create an Account in Holded
- Configure your Dashboard
- Configure your Dashboard
- Complete Your Account Data
- Customise the Sidebar
Users management
- What is the users' permissions management in Holded?
- How to create and assign roles to your users
- Add space for a new user
- Delete a user from your Holded account
Holded subscription plans
Your profile
- All About Boards
- How to accept an invitation to join a company
- Notifications for your recurring invoices
- Currencies and exchange rates
- Recover a document from Trash
Customize your profile
- How to customize your Create button (+) options
- How to change the language of your user account
- How to set your profile picture
- How to personalize your navigation bar
- How are the basic elements from Dashboard calculated? See all 7 articles
Cloud storage: Box
Account access and security
Calendar
- What is the Holded Calendar app?
- Calendar Frequently asked questions (F.A.Q.)
- What is the Calendar integration feature?
- How to connect a third-party calendar account
- Who Can See Holded Calendar and How Permissions Work
Activity scheduler
Consultancies Marketplace for Holded users
- What is the consultancies Marketplace?
- What is the management of access and roles to your account?
- How to look for consultancies in the Marketplace
- How to start a conversation with a consultancy
- How to manage the access to your account
- How to invite your consultancy to the Marketplace
Partners program for Consultancies
- What is the Partners Program?
- How to join the Partners Program
- What is the Partners Dashboard?
- What is the marketplace for Partners?
- What is the management of a client account?
- What are the status of requests?