Adding Additional Users To Your Account
If you need to add additional users from your organization, it is best to add them directly through your DesignAlign login. To do this:
- Login to DesignAlign.
- Click the Settings button in the left-hand menu, and another tab will open with the settings page.
- Click the Users button in the left-hand menu.
- Select the + NEW button toward the top right of your screen.
- Fill out the new user's information.
- Click CREATE.
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How do I add an additional Investment to an Opportunity?
Click on Opportunities in the left-hand pane. Click on the name of the Opportunity. Click NEW + in the right-hand pane. Enter the Section Name. Select the desired Investment Template. Click CREATE.
Pipeline (Plus & Premium only)
The Pipeline module is an interactive view of your Opportunities by their respective Opportunity Stage. You can filter Opportunities displayed on the Pipeline by Opportunities created in the last 30, 60, 90 days or created in a specific year. ...
How do I reset my password?
To Reset Your Password: 1. Click on Settings on the left-hand menu. 2. Click on Users on the left-hand menu. 3. Click on your user name. 4. Click Reset in the Account section. 5. You will be emailed a link with instructions on how to reset your ...
How do I add a Floor Plan?
1. Go to the relevant Opportunity or Investment. 2. Click on the attachments link at the bottom of the center pane. 3. Click on BROWSE... to the right of "Upload your Floor Plan."
How do I create a contact?
Click on the Contacts tab on the left-hand menu. Click on +NEW (top right). Enter all the General Information paying attention to the required fields. The Company field is likely only necessary for a B2B relationship such as a builder or designer. ...