LA/Clients
Articles designed to support local authorities and clients in managing services effectively.
By Neha1 author10 articles
- 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.