System Administration
Managing Users and Roles
- Adding and Modifying Internal Users
- Deactivating a User
- Module Admin Capabilities
- System Administrator Access
- Managing System Administrator User Access
- Roles and Permissions
Managing Business Units
Managing External Partners
- Adding an External Partner/Client
- Setting a Partner Contact as Primary
- Editing Partner Details
- Updating Partner Status
- Importing and Exporting Clients/External Partners
- Attaching Files to a Partner's Profile
Advanced Configuration
- Advanced Configuration
- Configuring Partner Fields
- Configuring Product Fields
- Configuring Issue Management Module
- Configuring Platform Settings
- Configuring User Fields