1. To sort the self-service records, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the upper/lower arrow on the right of any of the name columns in order to sort the list.

1. To search a self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then start typing below the name columns in the list in order to filter the list based on your criteria.

1. To delete a self-service record, you have to be first on your Admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the Delete button ( ) on the right of the wanted self-service record.

6. Once pressed, the self-service record will be deleted, so think twice before taking this kind of action.

1. To edit a self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the Edit button ( ) on the right of the wanted self-service record.

6. Here you can modify the wanted fields. After modifying the fields, press on the Update button in order for the changes to take effect.

1. To view a self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below in order to view details from a self-service record.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the View button ( ) on the right of the wanted self-service record.

6. From here, you can either go back to the list by pressing the Back button or go to the edit section by pressing the Edit button.

1. To add a new self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below in order to add a new self-service record.

4. Then press on the Add button on the right side of the menu in order to add a new self-service record.

5. Here you will have to fill in the required fields in order to add a self-service record.

6. After filling in the fields, you can either press on the: 

• Back button – this will return you to the list of self-service records.
• Save & exit button – this will create a record based on the completed form and return you to the list of self-service records.
• Save & new button – this will create a record based on the completed form and show a new form to create a new self-service record.