Getting Started with Probiz


Create your password using the link sent in your startup email. Here is a How to Video: After you create your credentials, Download the IOS or Android App and login. Use this password for the Probiz Portal here as well.


Allow 3rd Party Access by having your Operator Login to CFA Home here and following this video. This allows Probiz to sync up your employee data nightly via Payroll.


Set Employee Permissionshere. Here is a How to Video: Setup your Probiz Admins so they can edit and set employee permissions for each Probiz Module.


Send Employee invitesby clicking here. Here is a How to Video: This invites your employees to use HR and Messaging by sending them a getting started with Probiz email telling them how to setup their password and download links.


Setup Notification Groupshere. Here is a How to Video: This allows you to create groups to receive notifications from different Probiz Modules like HR, Messaging and Cooler Alerts.


Setup your Payment Methodhere. Here is a How to Video: This is where you setup your payment and signup for new modules from Probiz.

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