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Articles tagged "Administrator" returned 90 results.
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Touch Points introduction
...reach out to them at just the right moment. Close modal Historical Touch Point Reporting Your Gold-Vision Administrator can add a section to your screen design for either an Account...
Creating a Project
...Type This is user defined drop field which can be configured by administrator users in the Screen Design. Here you can define what types of projects you are running as...
User Interface Settings (Notes & What’s Next)
Note Editing As an Administrator you can set whether or not notes can be edited. Notes and What’s Next can be found in Settings – General Settings – UI Settings....
Critical Fields
...critical filed has been removed from an item? Item saves will be unaffected, the item screen will display a warning banner prompting users to ask their administrator to check the...
User Configuration
...System Administrator – Full administration rights – can see all data, irrespective of any security that may be active on it, and change the rights for all users. Tip Tip:...
Monitor And Manage Privacy Data
The Privacy Dashboard will help you as an Administrator to manage Privacy Rules and Actions. Close modal Subject Access Requests Individuals have the right to access their personal data and...
Managing your Sage 50 integration
...administrator’s computer. Using the Integration Tool 1. Open the Tool – this should be on the Sage Administrator computer and you should have an icon on the Desktop, open this:...
Using Office 365 Contact Synchronization
Close modal Using Office 365 Contact Sync Your Gold-Vision Administrator will need to follow the instructions to Enabling the 365 synchronisation before you can use this functionality. To use the...
Manage Event Bookings
...e.g dietary requirements, transport needs or simply a status for whether the Attendee attended or did not attend. Your Gold-Vision Administrator can assist with adding fields to the Attendee Screen...
User Management
...can access your Marketing instance. Basic – Basic users have access to all areas of Gold-Vison Marketing except for global settings. Administrator – Administrator users have access to all areas...
