Related Articles
How do I cancel my subscription?
From the left-hand menu: Click Settings. Click Subscriptions. Click CANCEL SUBSCRIPTION.
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 ...
How do I change my yearly sales target?
To see or change your yearly sales target, go to your Dashboard and click on the settings icon just above the time frame selector at the top center of the page. From here you will be able to edit the current and next year's sales target goals.
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 ...
Modifying Your Default Investment Template
In DesignAlign you can modify each template you create as you build the Investment for your prospective client. If you have any modifications you consistently make and would like them to be "preset" in the Investment Analysis, DesignAlign has the ...