KNEWTE
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Account
Help | Reference Check
MODULETITLESUMMARYUPDATED 
AccountMy Account (Dashboard)Manage your profile, contact details, address, security, two factor authentication, time zone, payment card, invitations and activity log from one dashboard.18/01/2026 View
AccountAccept Invitation / Invitation DetailsView invitation metadata and accept or reject access to an application or business. Shows sender, application, sent/expiry timestamps and provides accept/reject actions with confirmation and feedback.18/01/2026 View
AccountConfirm Email / Email VerificationEnter the verification code sent to your email to activate your account address. You can resend the code or sign out if needed.18/01/2026 View
AccountReset PasswordReset your account password by entering a new password that meets the site policy. Includes guidance on the password rules, security tips and troubleshooting.18/01/2026 View
AccountReset Password RequestRequest a password reset link by entering the email address associated with your account. Includes bot protection and success confirmation details.18/01/2026 View
AccountSecurity Questions & Unblock CodeSet three security questions and answers; the system generates a unique unblock code. Required for self-service account unblocking — support cannot restore access without these details.18/01/2026 View
AccountSignup / New AccountRegister a new account by providing name, email and a password that meets the site policy. Complete reCAPTCHA and activate your account using an emailed code.19/01/2026 View
AccountTwo-Factor Authentication (2FA)Step through the two-factor authentication flow: send a verification code to your email, validate the code to complete sign-in, or resend/sign out as needed.19/01/2026 View
AccountUnblock AccountRestore a locked account by providing the email verification code, answering your saved security questions and entering the previously issued unblock code. Support cannot unblock without these details.19/01/2026 View
BusinessesManage App Roles & Permission OverridesSelect a business and application to view role panels (Admin, Standard, Basic, Custom) and toggle permission overrides for each role. Changes are saved immediately and applied at the next sign-in.19/01/2026 View
BusinessesContacts ListSearch, filter and manage contacts for a selected business. Supports bulk actions, archiving, paging, sorting and per-contact view links.19/01/2026 View
BusinessesEdit BusinessUpdate business profile, address, billing details, logo, registration numbers and contact information. Includes billing-address copy, logo upload/resize, logo delete confirmation and notes character counter.19/01/2026 View
BusinessesEdit Contact / Contact DetailsView and update a contact record across multiple tabs (general, personal, business, legal & tax, professionals, products & credit control, branches/GDPR, social media and notes). Includes delete confirmation, loading overlay and client-side validation aids.19/01/2026 View
BusinessesImport Contacts (Excel) - Bulk ImportBulk-import contacts into a selected business from an Excel template. Parse, preview and edit up to 25 rows before saving. Includes validation, selection and troubleshooting guidance.19/01/2026 View
BusinessesManage TagsCreate, edit and manage tags used to categorise contacts. Supports inline editing, bulk actions (archive, activate, delete), search, paging and confirmation flows for destructive operations.19/01/2026 View
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