System Admin Videos – Q360 Help Center

3:26

Assign Permissions to Access Dashboards

Create and Manage Dashboard Permissions

5:14

Assign Permissions to Access Live Data Reports

Provide permissions to a User or Group to access Live Data Reports

4:33

Assign Permissions to Access Workflows

Specify a user or group name to have access to a workflow

2:45

Assign Permissions to Create Live Data Reports

Assign Permissions to allow Creation of LIve Data Report(s), Access Data Source and Grant RUNSQL Permission.

13:56

Create a Live Data Report

Create a Live Data Report ("LDR") via "Design SQL" tab: select and format output columns, define report filters...

3:33

Create a Permission Group

Create a Permission Group.

8:00

Create an Email Alert Template

Setup the alert conditions for an email notification along with the template details

3:49

Create and Use Auto Add Rules with Quotes

Admin: Define rules to automatically add additional Quote item(s), MasterNos, on 'Save Quote' based on criteria, e.g. Quote Sale Type, Master Item Type(s) on Quote...

3:42

Customize Core Grid

Customize columns in core portions of Q360 using options on the new “Grid Columns” tab and the enhanced “Related Tables”/”Grid View Columns” tabs.

4:00

Customize Grid

Extend a grid with extra columns to display data not visible by default

2:51

Customize Live Data View and Report

Customize Live Data Views and associated Live Data Reports in core portions of Q360 using customizable data source administration options.

4:55

Define a User’s CompanyNo(s), Branch(es), Job Role(s)

Define a user's branch, company or job role.

5:00

Define a User’s Permissions

Configure User's permissions using two methods; via user groups and individual permissions.

2:23

Edit a General Code

Edit General Code values that populate drop down lists.

1:55

Edit a Problem Code

Edit Problem Code values that populate the Service Call "Problem" drop down list.

2:44

Email Options for Live Data Reports (Schedule LDRs)

Schedule routine or one time emailing of live data reports via the live data report's ("LDR's") “Schedule Report” button.

2:13

Import Map Builder – Download Template

From Import Map Builder: Download Template (spreadsheet with column headers for use as a data import sheet) for selected Map Types

1:43

Modify a Permission Group

Modify existing permission groups.

2:06

Resolve a Record Lock

Address record locking issues.

4:29

Setup External Users to Access Customer Portal

Setup External Users to Access Customer Portal and what they can see and do once logged in

6:57

Setup multi-currency and FX

Setup multi-currency and foreign exchange ("FX") rates, accounts, configdata...