Getting Started with Probiz


Step 1: Create your password using the link sent in your startup email then download the IOS or Android App and login.
Step 2: Allow 3rd Party Access. Have the Operator Login to CFA Home here and following this video. This syncs up your employee list.
Step 3: Set Employee Admin Permissionshere. This sets your manager permissions for each Probiz Module. How to Video:
Step 4: Send Employee invitesby clicking here. This invites employees to use HR and Messaging by sending startup emails. How to Video:
Step 5: Setup Notification Groupshere. This creates notification groups for HR, Messaging and Cooler Alerts. How to Video:
Step 6: Setup your Payment Methodhere. You will not be charged anything until your trial period is over. How to Video:

As Module Requirements above are completed the modules ready to use will be clickable below: