Portal Admin Guide
Managing Your FotoNotes Portal
Managing Users
- Forgot Password (Reset Password)
- Setting whether user receive email notifications
- User Roles & Permissions
- Adding Users & Roles
- Edit Users & Limit Access to Types and/or Saved Views
- Changing User Passwords
Managing Types
Admin Settings
Managing Templates
- Managing Templates - New
- Creating Templates
- Adding Sections to Templates
- Adding & Editing Fields
- Field Keys
- Field Types
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
Searches, Saved Views and Dashboard
- ★ Creating, Arranging and Deleting Views
- Dashboard
- Searching: Simple Search and Advanced Search
- Advanced Search: Saving a View with Roles
- Editing Views & Changing the Role
- Exporting Search Results
Tagging
Vendor Management
- Adding and Connecting Vendors
- Editing Vendors
- Adding Documents
- Assign work with coverage areas
- Advanced Search: Saving a View & Exporting
- Editing Company Information