System Administration
Managing Internal Users
User Groups
- Introduction to User Groups
- Creating a New User Group
- Managing User Groups
- Adding Users to a Group
- Editing Group Properties
- Removing a User from a Group
Managing Roles
Managing Business Units
- Adding a Business Unit
- Bulk-importing Business Units
- Setting a Business Unit contact as Primary
- Editing Business Unit Details
- Updating the Status of a Business Unit
- Adding a Product for the Business Unit
Managing External Partners
- Adding an External Partner or Client
- Bulk-importing External Partners
- Bulk Importing Partner, Products, Contacts
- Searching and Filtering Partners
- Import Logs
- Viewing Import Logs
Managing Vendors
- Adding a Vendor
- Managing Vendors
- Setting a Vendor contact as Primary
- Adding and Editing Vendor Products
- Viewing your Vendors' Data
- Viewing your Vendors' Risk