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Administration

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    Subcategories

    Administration of Users

    Administration of Projects and Sites

    Administration of Templates

    Administration of PDF Templates

    CloseOut Settings

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    • Administration of Templates

      Here you can find the list of articles that can guide you through the administration of Templates: Managing Workflows: Managing...

      August 23rd, 2021 3199 views 0 likes

    • Administration of PDF Templates

      Click Administration  > PDF  Templates to view the list of available PDF Templates for your documentation export. You can create a...

      July 29th, 2021 1964 views 0 likes

    • Administration of Users

      Administration of Users System roles How to add Certificates for a User User Roles and Feature Access Rights

      April 18th, 2022 1679 views 0 likes

    • Administration of Projects and Sites

      How to create sites? How to create a project?

      April 18th, 2022 2475 views 0 likes

    • Settings of a CloseOut Web Application

      If you have an adequate role, you can set various parameters in the CloseOut.  Log into CloseOut.   In the ...

      August 23rd, 2021 2271 views 1 likes

    • Territory Access

      All custom roles can be granted territory access. By doing so, a role will have access to all projects that...

      December 22nd, 2022 123 views 0 likes

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