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.

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.

1:55

Assign Permissions to Create Live Data Reports

System Admin

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

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

Customize Live Data View and Report

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