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Articles tagged "role%20management" returned 18 results.
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Gold-Vision On-Premise Technical Requirements
...Required Application Windows Internet Information Services (IIS) Web software for hosting application Application Server Role Components Microsoft .Net framework v4.8 Web Server (IIS) Support Web Server (IIS) Components Windows Authentication...
Settings, View & Publish
...can amend the Space name. Description – you can amend the Space Description Access – make the space visible to the contacts associated with the roles. Click on the Save...
Portal Management
...users and user roles) Click the Save button. Space Designer The Space Designer enables you to setup pages, add styling options and manage your space settings Close modal Create a...
Portal Overview
...on your system. Step by step process Install the Portal Portal Management Configure Account or Activity Pages Style your Portal Configure Portal Settings Enable Portal Access Configure Portal Role Management...
What’s New in Gold-Vision 8
...options to pin key lists to for individual or team use. Customise based on your role or business needs. New global search function helping you to find what you’re looking...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...Name → Set the Role to Project Owner → Set Key Type to P12 → Click ‘Create Close modal Close modal The .p12 Key will download (Save this somewhere safe)....
Managing Activities
...to an account records alongside their roles by selecting the Add Member option Delete an Activity Account records can be delete by selecting Delete from the Action Menu. Info Please...
Managing Opportunities
...Member to an Opportunity Different Members can be added to opportunity records alongside their roles and relationships Email from an Opportunity Use this option if you would like to email...
