ON-DEMAND CUSTOMER TRAINING

Organizational Settings

Creating Custom Roles & Permissions

How to create and define custom roles and permissions that suit your organizational structure and workflow.

Organization Timesheet

A brief overview of the functionality built into the organizational timesheet and how you can export the information within.

Prompts and Tags Library

A brief overview of the default prompts and tags library and how to create custom prompts and tags for use within the application and programs.

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