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Using Canpays on Candex
What is a Canpay?
How to set up a new Canpay project
How to add participants to a Canpay collaboration?
How to remove participants from a Canpay collaboration?
How to add payments to a Canpay?
How to access closed Canpays?
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Candex for Payments
How do payments work on Candex?
How does invoicing work on Candex?
How to initiate/accept payments on Candex? (Buyer)
How to initiate/accept payments on Candex? (Seller)
How do upload invoices? (Seller)
How to add a new Billing Entity
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Account & Settings
How do I update my Searchable Expertise?
How to edit your personal settings?
Can you explain company settings?
What are Categories?
How do Payment Entities work?
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How do I get my company going?
Can I use Candex with people outside my company?
Candex apps for desktop, Mac and phones
What is a team on Candex?
Can you explain data privacy & security?
Can companies set their own data retention policy?
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Reporting on Candex
What are Briefings?
Who can see your Briefings?
How to search in Briefings?
How to use pins in Briefings?
How to view engagement history of sellers?
How to search for sellers?
Admins on Candex
Can I export detail information to excel?
How do I access spend reports?
What can category admins do?
Admins for divisions and departments
What can global admins do?
How can your company admins access your data?
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Using Channels on Candex
Using pins in conversations
What is your notepad?
How can I access closed channels?
How does search work?
What are posts (files and topics) and how does flagging work?
Closing, deleting or leaving a Channel?
See all 15 articles