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Articles tagged "users" returned 177 results.
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Gold-Vision On-Premise Technical Requirements
...and product functionality may vary based on your system configuration and operating system. Application Server – Windows Requirements Recommended* 10-50 Users 51-100 Users 100+ Users Operating System Windows Server Standard...
Using Contact records
Close modal Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record Edit a Contact Contact records can be edited by clicking on the Edit...
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...
Linking Purchased Time
...hour – 1h Note Users must use the ”Assign to” option if they want to link the Time to a specific Time Product Sale Tip If users are required to...
Managing Projects
...click here Add Documents to Projects Administrator users can screen design the Document storage section on the Project. The Document storage section allows users to upload files like Excel or...
Team Management
...User Access Options for that team Homepage settings Close modal Click on Users to see a list of Users that belong to that Team. Close modal Tip You can also...
Dashboard Team & User Access
...or editable either to entire teams or users or just specific users in your company. Info Click for more information about User Teams. Click to Save. You can...
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...
Using the Adobe Sign Integration
Generating and Sending eSign Documents There are three methods users can use to generate and send eSign Documents. Use method 1 if you don’t need to edit the document before...
Viewing & Editing Lists
...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...
