Administration Menu - Manage Roles
This guide covers how to add a new security role, edit a role’s name & description, assign/edit a user to a security role, edit a security role’s permissions, check a security role’s contract permissions
& access, and deleting a security role.
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Administration Menu - Manage Users
This guide covers how to respond to a new user request, add a new user from the Administration menu, view, assign or edit a user’s permissions, change a user’s system status, edit a user profile, assign/Edit a user’s security role(s), and check a ...
Administration Menu - Manage Organizations
This guide covers how to add a new internal legal entity (also known as owner organization) & connect it to the address book, view users that have contract access to a specific internal legal entity, change the status of internal legal entity, edit ...
Administration Menu - Manage Departments
This guide covers how to add a new department, edit a department’s name, add a sub department, view users that have contract access to a department, and delete a department.
Administration Menu - Manage Types
This guide covers how to add a new type, edit a type’s name, add a sub type, view users that have contract access to a type, and delete a type.
Administration Menu - Contract Settings
As part of the Administration menu, you can access Contract Settings. There are three options: Contract Lists, Quick Search, and Custom Tab Settings. This guide will review the purpose of each and how to edit the settings.