Getting Started

Everything you need to know to get started.

  1. Home
  2. /
  3. Getting Started
  4. /
  5. Page 2

Edit My Profile

The “My Profile” page displays your user information within the application. Your profile contains general information such as your name, email address, mobile phone, etc. and also includes system information […]

Roles, Seats and Permissions

The application mirrors your company’s unique roles and responsibilities. Roles are also used for setting access permissions. Let’s go through how to create custom roles for your organization.

User Management

To Add or Manage Users in , use the navigation panel and select Administration > Manage Users. Here you will see a list of current users that primarily or secondarily […]