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

• Creating New Types
• Editing and Deleting Types

Admin Settings

• 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

• Pausing a Vendor
• Custom Email on Vendor Invitation
• Adding New Vendors
• Editing Vendors
• Adding Documents
• Assign work with coverage areas

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