Guides for executive viewers
Every Trident Help Center guide written for executive viewers.
Step-by-step guides
- Use Messages and NotesStep by step, reading and replying to Messages in Trident, deleting one for yourself, and adding, replying to and resolving Notes on records.For client admins, client users and executive viewers
- Change your settingsStep by step, updating your name and position in Trident, choosing your landing page, restarting the portal tour, setting a password, and choosing how you are notified.For client admins, client users and executive viewers