Portal Admin Guide

Managing Users

• Setting whether user receive email notifications
• User Roles
• Adding Users & Roles
• Modifying Users
• Changing User Passwords
• Disabling and Deleting Users

Managing Types

• Add and remove types from container
• Creating New Types
• Editing and Deleting Types

Admin Settings

• Upload Logos
• Giving Access to Customers
• Email Notifications
• Salesforce Setup
• Salesforce Integration

Managing Templates

• Creating Templates
• Editing Templates
• Adding Sections to Templates
• Adding & Editing Fields
• Field Keys
• Field Types

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Advanced Workflow

• Workflow Types
• Workflow states to filter projects on mobile
• Setting up Accept/Decline and Complete Workflow
• Email Notifications on Complete and/or Cancelled
• Read only before a certain date
• Allow Reports only on Complete

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Advanced Search & Dashboard

• Advanced Search: Saving a View with Roles.
• Dashboard
• Advanced Search
• Creating a View (Saving a search)
• Exporting Search Results

Vendor Management

• Clients can give vendor users "admin" permissions to projects they create
• Clients can give vendor admins, admin access
• Pausing a Vendor
• Custom Email on Vendor Invitation
• Adding and Connecting Vendors
• Editing Vendors

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