Articles

• User Management

  You can manage your internal and external users in the product administration area. Internal Users Internal users are users working within your default ...

• Add a User to a Team

  In administration, there are two ways of adding a User to a Team, from either the User's or the Team's perspective. User Management Screen Select Launch...

• Create Branch Office Locations & Link Users to their Primary Branch Office

  You can create branch offices for your firm/organisation as locations. Users can then be linked to a branch/location.   Step 1 - Create/Edit Branch Offi...

• Create an External User

  External users allow a user outside your organisation to access the system. You can create an external user in the administration area to provide access...

• Create an Internal User

  You can create an internal user in the administration area to provide an individual access to the application. Select Launchpad > Go to Admin > Us...

• View a User Profile

  You can view a user profile by going to the administration area of the system Launchpad  > Admin > Users > All > Double click User Profile  ...

• Create a Supervised By connection for a user

  A Supervised By connection records which user supervises another user. Allocation rules read the connection to resolve a supervisor at runtime, so any p...

• User Types

  Key Concepts What is a User Type? A User Type is a tag that you can assign to a User to collect together users that perform the same function across you...

• Manage 360° Portfolio Items

  User can get a 360° view of everything in the system that they are connected to in any way. The 360° portfolio can be configured to show all contracts, ...

• Defining Competencies

  The Competencies feature provides a framework for assessing the ability of users, teams, or organisations to perform specific tasks or actions. This ver...

• Everything you need to know about Job Roles

  Job Roles were introduced in release 7.12.0.  They replace Organisational Hierarchy Roles.    Job Roles define a user’s position within your organisatio...