Folder for all FAQ's about the platform

How long does it take for a Plan to be activated?
Once your Administrator has selected a Plan and made the appropriate payment, the plan will immediately be activated and the Administrator will be able to s...
Thu, 21 Oct, 2021 at 2:05 PM
What Can an Administrator Do?
An Administration is the only person able to Register their Company to Phundex Platform They can subscribe to the Phundex Plan they wish to select, and m...
Sun, 5 Jun, 2022 at 8:27 AM
Where can I find a list of Stages
Stages are provided in our Pathway Templates and you can create new ones as well.  Check out our Pathway Template lists to see the Stages available for each...
Sun, 21 Nov, 2021 at 6:52 PM
At Phundex, we believe in streamlining and simplifying how we do business.  When we saw this non-disclosure agreement, we knew we wanted to include it on th...
Tue, 14 Jun, 2022 at 3:57 PM
I need a copy of my invoice for my order. How do I go about with it?
As an Administrator, you can locate a copy of your invoice at any time by: Go to Platform Settings Select Subscription Go to your plan and select &qu...
Thu, 21 Oct, 2021 at 1:57 PM
What Can a Team Member Do?
Register to the Phundex Platform  See their overall transaction dashboard including all tasks Complete tasks assigned to them Make comments on any tasks...
Thu, 21 Oct, 2021 at 1:48 PM
What Can a Guest Do?
A guest may be asked to provide information by way of an email from the Phundex platform but has no access Phundex and do not require a subscription to com...
Thu, 21 Oct, 2021 at 1:16 PM
How to Update Profile Photo
When logged in, select Profile on upper left hand corner of the Phundex Platform  Select the 'My Profile' menu option  Select the 'Edit&#x...
Thu, 21 Oct, 2021 at 3:50 PM
How to Change Password
1. Click Profile photo. 2. Select the 'My Profile' menu option. 3. Select the 'Password' sub-menu option.
Fri, 20 Aug, 2021 at 4:26 PM
How to Change Subscription Plan
 Please note - Only Administrators can change subscription plans 1. log in to the Phundex platform. 2. Click on Network Settings in the Left-Hand Menu b...
Thu, 21 Oct, 2021 at 1:51 PM