Tutorials

Follow along as we walk you through the ins and outs of Quadra. Use the search bar or browse videos to get started.

Reports

This tutorial explains how to access the User Managers list and the User Managers report in Quadra.

Account Details

This tutorial explains the account structure in Quadra and how to add, edit, and move an account.

Accounts Receivable

Explore the features that help you manage accounts receivable and learn how to access reports and preferences.

Partners

This tutorial goes over the process for adding a Partner Manager, which is a user with the ability to edit settings for Partner Clients.

Administration

Learn how to add a Quadra user, assign roles, and edit an existing user.

Administration

This tutorial is for administrative users. It explains how to add a User Manager then assign it as a role to a user.

Administration

Learn how to add UDFs to modules in order to capture additional information when entering data into Quadra.

Events Other Exposures

Learn how to enter event details following the release of Quadra 10. This method uses the Other Exposures module.

General

Take a closer look at Quadra, the solution for self-insured entities, and see what makes it such a valuable tool for managing insurance programs.