System Admin – Q360 Help Center

2.43

Assign Permissions to Access Dashboards

Create and Manage Dashboard Permissions

5:48

Assign Permissions to Access Live Data Reports

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

4:03

Assign Permissions to Access Workflows

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

1:55

Assign Permissions to Create Live Data Reports

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

1:40

Create a Permission Group

Create a Permission Group.

6:05

Create an Email Alert Template

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

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.

4:51

Customize Grid

2:47

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.

3:58

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

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

3:23

Define a User’s Permissions

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

2:02

Edit a General Code

How to edit General Codes populating drop down lists.

2:11

Edit a Problem Code

Configure drop down lists by adding Problem Codes.

1:04

Modify a Permission Group

Modify existing permission groups.

2:45

Resolve a Record Lock

Address record locking issues.

4:21

Setup External Users to Access Customer Portal

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

10:32

Setup multi-currency and FX

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

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