Portal Admin Guide

Managing Users

• Setting whether user receive email notifications
• User Roles
• Adding Users & Roles
• Edit Users & Limit Access to Types and/or Saved Views
• Changing User Passwords
• Disabling and Deleting Users

Managing Types

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

Admin Settings

• Upload Logos
• Giving Access to Customers
• Notifications: Email & Dashboard Message
• Salesforce Setup
• Salesforce Integration

Managing Templates

• Managing Templates - New
• Creating 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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Searches, Saved Views and Dashboard

• Editing Views & Changing the Role
• Advanced Search: Saving a View with Roles
• Dashboard
• Advanced Search
• Creating a View (Saving a search)
• Exporting Search Results

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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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