Portal Admin Guide
Managing Your FotoNotes Portal
Managing Users
- Select view to be used for mobile projects (Beta Feature)
- Forgot Password (Reset Password)
- User Email Notifications
- User Roles & Permissions
- Creating Users, User Roles & User Tags
- Edit Users & Limit Access to Types and/or Saved Views
Managing Types
Admin Settings
- Account Settings: Mobile Projects and Mobile Photos
- Salesforce Setup (Lightning UI)
- Managing the From Email, Reply-To Email and Sender Name in Email Notifications
- Upload Company Logo
- Giving Access to Customers
- Notifications: Email & Dashboard Message
Managing Templates
- Managing Templates
- Creating Templates
- Clone a Template to Create a New Template
- Editing Template Settings
- Importing and Exporting Templates
- Adding Services to Templates
Searches, Saved Views and Dashboard
- Copy View configuration from one user to another (Beta)
- Dashboard
- Simple Search
- Creating, Deleting, & Refreshing Views
- Creating Saved Views with Containers
- Advanced Search: Saving a View with Roles
Markets & Regions
Managing Estimates and Scopes
- Adding, Editing & Deleting Services
- How to populate the Services database using a csv spreadsheet
- Importing Services
- Updating Services via Import
- Adding Service Markets & Categories
- How to add Material and Labor Service Cost Fields
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
Vendor Management
- Adding and Connecting Vendors
- Custom Email on Vendor Invitation
- Editing Vendors
- Editing Company Information
- Copying Views to a New Vendor
- Advanced Search: Saving a View & Exporting