System Administration

Managing Users and Roles

• System Administrator Access
• Adding and Modifying Internal Users
• Adding and Modifying Roles
• Admin Capabilities
• Deactivating a User

Managing External Partners

• Adding an External Partner/Client
• Editing Partner Details
• Updating Partner Status
• Importing and Exporting Clients/External Partners
• Attaching Files to a Partner's Profile
• Adding Internal Comments at Partner level

See all 12 articles

Advanced Configuration

• Advanced Configuration
• Configuring Platform Settings
• Configuring User Fields
• Configuring Partner Fields
• Configuring Product Fields
• Creating Groups for Partner and Product Fields

See all 7 articles

Configuring your Organization

• Setting Up Your Organization Structure
• Invite CENTRL Support Into Your Organization
• Adding Products