Admin
Essential administrative tools, processes, and support guidance for daily tasks.
By Neha1 author25 articles
- Add, amend or remove a userSteps on how to add, amend or remove a user.
- Company profile pageGuidance on how to navigate to the company profile page.
- Change a user's access levelSteps on how to change a user's access level.
- Add or amend bank detailsGuidance and steps on how to add or check your bank details.
- Manage notificationsSteps on how to manage your notifications.
- Amend personal or company detailsSteps to change your key information such as name, address, or company name.
- Add and edit locations to company profileSteps on how to add locations to your company profile.
- Forgotten passwordGuidance on how to reset your forgotten password.
- Add organisation type for a new userExplanation on what to do if you need to add an organisation type for a new user.
- Update usernameExplanation on what to do if you need your username updated.
- Add a new postcode to the databaseWhat to do if you need to add a new postcode of the database.
- Two-factor authenticationExplanation of what two-factor authentication is and how to enable, reset and have it disabled.
- Manage list pagesGuidance on how to manage your list pages.
- Supplier user access rolesExplanation of the user access roles are and the permissions associated.
- ReportsWhere to find topic based reports and how to create a report.
LA/Clients
Articles designed to support local authorities and clients in managing services effectively.
- Create a custom reportGuidance on how to create your own custom report.
- Zero-based referral clock calculation methodGuidance and steps on how to set up the zero-based referral clock calculation method.
- Update a custom code or custom picklistExplanation on what to do if you need to update a custom code or custom picklist.
- Update the master approvers listExplanation on how the master approvers list can be updated.
- Set user login expiry datesGuidance on how to set a user login expiry date.
- Company's teams user guideExplanation and steps on how to set up company's teams.
- Manage user permissionsSteps to give access to manage user permissions and explanation on who can access.
- System configurationsExplanation of how authorised users can amend and manage system configurations on their company page.
- Configure contact typesSteps on how contact types can be configured and amended.
- Client user access rolesExplanation of the client access roles and the permissions associated.