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Help Center
Short, step-by-step guides to setting up and using NOVENTRA.
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18 articles found
- Creating your organisation accountGetting started · Create your account, then set up your organisation's workspace.
- Inviting your team and assigning rolesGetting started · Invite colleagues and give each person the right level of access.
- Accepting an invitationGetting started · Join a colleague's workspace from your invitation email.
- Adding a brand and product modelUnits and installed base · Add the brands you carry and the product models in each catalogue.
- Registering an installed unitUnits and installed base · Record a unit with its serial number, site, dates and warranty.
- Using unit mapsUnits and installed base · See your installed base on a map and set client locations.
- Creating and updating a service ticketService · Open a service case against a unit and keep it up to date.
- Consumables follow-upService · See which clients are due for a consumables follow-up and record check-ins.
- Inviting a manufacturer partnerManufacturers and NOVENTRA Connect · Connect your workspace to a manufacturer you represent.
- Controlling what a partner can seeManufacturers and NOVENTRA Connect · Choose exactly what each manufacturer sees, and change it at any time.
- For manufacturers: joining NOVENTRA ConnectManufacturers and NOVENTRA Connect · Set up your manufacturer workspace and invite your distributors.
- Joining by invitation or connection codeHospitals and NOVENTRA Care · Connect your healthcare organisation to a supplier.
- Approving a supplier connectionHospitals and NOVENTRA Care · Accept or decline a supplier's request to connect.
- Plans and the 30-day trialBilling · How the trial works and how to choose a plan.
- CancellingBilling · How to cancel a subscription and what happens next.
- Requesting a refundBilling · How the 30-day money-back guarantee works.
- Signing inAccount and security · The ways you can sign in to NOVENTRA.
- Managing usersAccount and security · Change a colleague's role, suspend access or remove them.
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