10:32

Setup multi-currency and FX

Accounting,

System Admin

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

4:21

Setup External Users to Access Customer Portal

Service,

System Admin

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

2:45

Resolve a Record Lock

System Admin

Address record locking issues.

1:04

Modify a Permission Group

System Admin

Modify existing permission groups.

2:11

Edit a Problem Code

System Admin

Configure drop down lists by adding Problem Codes.

2:02

Edit a General Code

System Admin

How to edit General Codes populating drop down lists.

3:23

Define a User’s Permissions

System Admin

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

3:58

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

System Admin

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

2:47

Customize Live Data View and Report

System Admin

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

Customize Grid

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.

6:05

Create an Email Alert Template

System Admin

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

1:40

Create a Permission Group

System Admin

Create a Permission Group.

4:03

Assign Permissions to Access Workflows

System Admin

Specify a user or group name to have access to any core or standard workflow.

5:48

Assign Permissions to Access Live Data Reports

System Admin

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

2.43

Assign Permissions to Access Dashboards

System Admin

Create and Manage Dashboard Permissions

Assign Permissions to Create Live Data Reports

You may also like