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Articles tagged "user" returned 230 results.
Page 6 of 23
How To Setup Product Group Targets
...a target value for each user. Close modal Close modal Setting up a New User Product Target From within a Product Target you can create individual User targets by selecting...
Creating a Quote
Users can setup one or more quotes within an Opportunity. Gold-Vision Quotes are full multi-currency, and are consolidated at the Opportunity in base currency. Create a Quote From the Opportunity...
Role Management
...a special ‘Super User’ role that has access to everything on the portal. The Basic User Role doesn’t allow special access to anywhere. Close modal To Create a Group Click...
Calendar Synchronisation
...time frame Close modal Default Settings The default calendar settings allow definition to apply to all users, including setting of the default username and password. This allows definition of a...
Using the Generic Phone Integration
...user. Your system administrator may have already done this but it’s worth checking your settings are correct. Open the Settings menu Click on My User Open the Actions Menu Select...
Portal Management
...users to add new Contacts, amend job titles, contact details and user preferences. Sites – an area where users can view, update and add new site details for example Delivery...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
Connect Email Design Tool Changes 2023
...feature parity with a more modern user interface. Info Throughout this page we will be referring to the different design versions as: Legacy design tool: Connect’s retiring drag and drop...
Configuring the Adobe Sign Integration
...box, click Save, then the integration should be live. Close modal Social authentication Once the installation has been completed each user will have to Authenticate with the Adobe Sign account,...
Calendar Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Google as the type. 4. Input the google service...
