Profile Menu – Standard User
Standard User Options (Note: Some features may not be available, depending on user permissions assigned by your company admin.) Email...
Administration
Customizing TPP for your business.
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Manage Users (Admin Only)
The Manage Users option under the Administration menu is only available to Admin level users. All users of the account are displayed here, with... -
Email Setup
Connecting your email provider directly with TPP is required to be able to send emails. The following is a guide... -
Business Information
Business Information Personalize your business information by navigating to Administration > Business Information in the red Navigation Bar. If you... -
Profile & Preferences
Your Profile & Preferences section under the Administration menu is where you define the defaults for your business. Note: Items... -
Taxing Rules
Video Watch the video above or scroll down for the written instructions. NOTE: Taxing Rules were updated in April... -
Upload Logo
Personalize your Logo by selecting Administration > Upload Logo from the Navigation Bar. Adding a New Logo To add a logo: Click... -
Client Portal Settings
The Client Portal is an interactive platform to communicate with clients with less back-and-forth! Clients can now review their Event... -
Login IDs and Passwords
Your company will be assigned log-in IDs and passwords. The number of log-in IDs available is based on your contract agreement.... -
Recently Viewed
The Recently Viewed module is the best way to access all the events, contacts, etc., that you or your team...