Settings
About Settings The Settings module provides access to the application's settings and allows the user to dynamically configure property settings and o...
Tue, Feb 6, 2018 at 1:54 PM
Accessing & Understanding Account Settings Screen Follow the procedure below to access the Account Settings screen: Click on button at the top r...
Wed, Sep 4, 2019 at 10:56 AM
Accessing & Understanding Manage Role Screen The Manage Role screen lets you define and assign specific roles to users (other team members). Follow...
Tue, Feb 6, 2018 at 2:09 PM
Creating Custom Collection Roles Follow the given procedure to add a new custom Collection role:
Open Manage Collection Role screen.
Click (Add Ne...
Tue, Feb 6, 2018 at 2:09 PM
Modifying Collection Roles Follow the given procedure to modify the Custom Collection Role:
Click (Edit Collection Role icon) beside each row of custo...
Tue, Feb 6, 2018 at 2:10 PM
Removing Collection Roles Follow the given procedure remove the Custom Collection Role from the list:
Click (Delete Collection Role icon) to remove th...
Tue, Feb 6, 2018 at 2:10 PM
Accessing & Understanding License Management Screen License Management settings screen lets you do the following:
View your license (product subscr...
Tue, Feb 6, 2018 at 2:10 PM
Accessing & Understanding User List Screen Follow the given procedure to access the User list Screen: Click on button at the top right-hand corn...
Tue, Feb 6, 2018 at 2:11 PM
Searching Users Follow the given procedure to search user from the User List screen: You can view the User Search section at the top of the left side ...
Tue, Feb 6, 2018 at 2:11 PM
Adding New Users Follow the given procedure to add new account user:
Open User list screen.
Click button (Add New User button) from the User l...
Tue, Feb 6, 2018 at 2:11 PM