TrackerHub | General | Knowledge Base

General
Browser Login Issues - clearing browser cache
Introduction A recent update to Microsoft Edge and some Chrome browsers has caused a cache issue with trackerhub. Please follow the instructions below to resolve the issue. To clear the cache in Microsoft Edge, follow these steps: Open Edge: Start by ...
How-to 'Completed Pending'
How to change Advisers linked to Existing Introducer
How-to Fees & Commissions with Trigger Status
Getting started with trackerhub
This How-to video is for first-time users of trackerhub; including how to setup your firms' fees & commission, add your firms' products along with best practices to ensure you get the most out of your trackerhub platform.
How to Switch on Upload/Share Subscription & How-to Use
How to use the Cloud Storage URL Link Share Feature (Upload & Share Subscription Required)
How-to Hide Commissions & Fee Counter Totals from your Admin Users
How-to Create Campaign/WebForms
How to setup and use the product authorisation feature
How to use the Introducer Newsfeed
How to use the Company Newsfeed
trackerhub pre demo video V2
How-to switch product owners &/or tag users into products
Workflows
Here is a how to video on how workflow works and how you would set up NEW work flows.
How to Add Products
How to Set Up Introducer Commission and Adviser Fees
How to guide to reports
How to use the Lead Pool
How to make introducer branches or individual introducers inactive
How to add new users or make current users inactive
Trackerhub Adviser run through
How to Set up your Trackerhub
How to Accept Fees and Commissions and also Invoicing
How to add Users, make users inactive and add products, fees and commissions
Refer a Friend How to
How to Add Introducers
Adviser Dashboard and Cases How To
Introducer Dashboard How To
B2B How-to link up with a firm & send a lead
NOTE: Users can opt-out of B2B individually.

TrackerHub | General | Knowledge Base

General

Browser Login Issues - clearing browser cache

How-to 'Completed Pending'

How to change Advisers linked to Existing Introducer

How-to Fees & Commissions with Trigger Status

Getting started with trackerhub

How to Switch on Upload/Share Subscription & How-to Use

How to use the Cloud Storage URL Link Share Feature (Upload & Share Subscription Required)

How-to Hide Commissions & Fee Counter Totals from your Admin Users

How-to Create Campaign/WebForms

How to setup and use the product authorisation feature

How to use the Introducer Newsfeed

How to use the Company Newsfeed

trackerhub pre demo video V2

How-to switch product owners &/or tag users into products

Workflows

How to Add Products

How to Set Up Introducer Commission and Adviser Fees

How to guide to reports

How to use the Lead Pool

How to make introducer branches or individual introducers inactive

How to add new users or make current users inactive

Trackerhub Adviser run through

How to Set up your Trackerhub

How to Accept Fees and Commissions and also Invoicing

How to add Users, make users inactive and add products, fees and commissions

Refer a Friend How to

How to Add Introducers

Adviser Dashboard and Cases How To

Introducer Dashboard How To

B2B How-to link up with a firm & send a lead