How to Whitelist an Email or Domain
If you want to make sure you receive messages from a certain person or company, whitelisting their email address or domain ensures those emails always land in your inbox. How to Whitelist an Email in Gmail Click the gear icon in Gmail and select See all settings from the Quick settings menu. Gmail settings menu Navigate to Filters and Blocked Addresses in thPopularHow to change the business owner on your account.
If someone is leaving your organization or you have a change in leadership, you can transfer the Business Owner role to another user on the account. Step 1: Log in as the current Business Owner The transfer must be initiated by the current Business Owner. If that is not possible, contact our Support Team for assistance. Step 2: Transfer the Business Owner role Go to Settings Users. Click Business Owner (shown in blue) to open the ownership transfer option, then select the nSome readersHow do I change my name or password in Resmark?
The My Account page in Resmark lets you update your first name, last name, and password. There are two ways to access it. Option 1 Go to Settings My Account. Settings menu with My Account selected Option 2 Click the business dropdown at the top right of Resmark and select Manage Profile. Business dropdown menu with Manage Profile option (https://storage.crisSome readersHow to Add a New User to Your Account
To add or activate a new user, go to Settings Users New User. Adding a new user in Settings There is no limit to the number of users you can add to your Resmark account. We recommend that every team member has their own login rather than sharing credentials. Individual accounts make it easier to track changes and allow you to quickly deactivate a user if they leave your comSome readersHow to Manage User Access and Permissions
Adjust user access levels to control what each person has permission to see and do in Resmark. If your account has permission to manage users, you can control access settings for individual team members. To do this, go to Settings Users and select the user you want to update. Selecting a user in Settings to manage their accSome readersHow do I update my payment information?
Resmark bills through an external platform called ChargeOver. You can pay by credit card or ACH bank account and update your payment information at any time using the steps below. Find your billing email and payment link Each month, Resmark sends a billing email through ChargeOver that includes a link to update your payment information. If you have not received it, check your spam or junk folder. If it is still missing, contact our Support Team. We can confirm the correct email address isFew readersHow do I reset my password?
There are two ways to get back into your account, depending on whether you are locked out or just want to update your password. Option 1: Reset your password from the login page If you cannot log in, go to the password recovery page and enter the email address on your account. A reset link will be sent to your inbox. Resetting password from the login page (https://storage.crisp.chat/users/helpdesk/website/e9f9c613ed068000/4abcd0b4-4a37-4Few readersHow do I talk to someone from Resmark Support?
The Resmark Support Team is fully staffed Monday through Friday, 9AM to 6PM Mountain Time, with after-hours support on nights and weekends. If you catch us outside business hours, we may not respond immediately to non-urgent requests, but we will typically follow up the next business day. Urgent or emergency requests are handled as quickly as possible, even after hours. Our development team also monitors the entire application 24/7 to make surFew readersHow do I set up my payment settings in Resmark?
If you sell your own products with Resmark, you will need to configure your payment settings at Settings Payment before you can begin accepting orders. Product resellers using TrueConnect with Net Rate enabled (rather than Commission) are also required to set up payment settings. Resellers who only use Commission do not need to configure payment processing, as commission payments are handledFew readersHow to Set Up Pickups and Transfers in Resmark
Does your business offer transportation services, such as shuttles from hotels to your products or activities? If so, you can use the Pickups and Transfers feature to manage your transportation services. This article covers both basic and advanced configurations. If your business is a smaller operation, the basic setup should be all you need. If you operate in multiple cities or manage a large number of pickup locations, follow the advancedFew readersWhy do I see a blank white screen when I log in?
If you see a blank white page after logging in, the most likely cause is an unsupported browser. Blank white screen after loginFew readersIs it okay to share my login information?
Resmark and WaiverSign allow you to add an unlimited number of users to your business at no extra cost. We strongly recommend creating a unique login for every person who accesses your account. Individual logins provide a higher level of security for your company. Any changes made to orders, products, and other critical information will be tied to the specific user who made them. You can also set user permission restrictions (https://helpdesk.resmarksystems.com/en-us/article/how-can-i-manage-mFew readersHow do I update my general business settings?
To update your business details such as your name, address, or website, go to Settings Business in Resmark. Please be aware when making changes, you may need to log out and back in to see the changes go into effect. Business Settings overview The following fields are available: Business Name Your company name as it will appear on order confirmations, emails, in WaiverSigFew readersHow to clear your Browser Cache & Cookies
Clearing your browser's cache, cookies, and history can resolve minor display or login issues in Resmark. Follow the steps below for your browser. Chrome, Firefox, Edge, and most other browsers Click the menu icon (three dots or three lines) in the top-right corner of the browser window, then go to Settings Privacy and Security or a similar option. Opening browser settings to clear cache (https://storage.crisp.chat/users/helpdesk/website/80b599a7488ca800/600e14a5-0eb8-4115-b75bFew readersAccessing Your Account From A Welcome Email
When you are invited to use Resmark, you will receive an email with the subject line You have been given access to Your Business Name . Open the invitation email and click Access Your Account. Create a new password and click Create My Account. If you are still experiencing issuesFew readersDo you offer annual plans?
WaiverSign offers annual plans at a 20% discount on all plan tiers. Annual plans are based on the price of your selected monthly plan multiplied by 12 months, with the 20% discount applied. One of the biggest advantages of an annual plan is that your included document limit is spread across the full year rather than being counted month by month. For example, if your plan includes 100 documents per month, an annual plan gives you 1,200 docFew readersUnderstanding Resmark's Auto-Logout and Session Inactivity Timer
To help protect your account and your customers' sensitive information, Resmark automatically signs users out after 30 minutes of inactivity. Every time you click, type, or navigate within the system, the countdown resets — so as long as you're actively working, you'll stay logged in. Before logging you out, Resmark will display a prompt asking whether you'd like to continue your session. This timeout is a PCI compliance security measure and applies regardless of your SSO or Azure AD settings; iFew readers
