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Organization Settings

Organization Settings

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12 articles in this collection
Written by Frank and Monica Flores

Using functions

What can I do with 'functions'
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Written by Frank
Updated over a week ago

How to make Permission Groups

Data Restrictions
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Written by Monica Flores
Updated over a week ago

Locking and unlocking users (admin)

Here's how to lock and unlock a user
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Written by Frank
Updated over a week ago

Locations

You can create a hierarchical structure for the different locations of your organisation: great for reporting!
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Written by Frank
Updated over a week ago

Password reset by admin

Admins can also reset users' passwords, here's how
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Written by Frank
Updated over a week ago

Events that trigger notifications

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Written by Frank
Updated over a week ago

What are permission groups and how do I use them?

Grant users the right permissions
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Written by Frank
Updated over a week ago

Manual: Setup and edit the team structure

How to setup the team structure and edit teams
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Written by Frank
Updated over a week ago

About Organization Settings

Description of the menu items for admins
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Written by Frank
Updated over a week ago

Adding and Editing users

Manual and Excel upload of users
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Written by Frank
Updated over a week ago

Organisation wide vs team restricted permission groups

Restrict data visibility to own and sub teams
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Written by Frank
Updated over a week ago

What permissions are available?

Detailed description of all permissions
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Written by Frank
Updated over a week ago