System Administration
Managing Users and Roles
- Adding and Modifying Internal Users
- Deactivating a User
- Module Admin Capabilities
- System Administrator Access
- Roles and Permissions
- Default Roles
Managing Business Units
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
Advanced Configuration
- Creating Groups for Contact Fields
- Configuring Contact Fields
- Advanced Configuration
- Configuring Platform Settings
- Configuring User Fields
- Configuring Partner Fields