Admin
Admin Modules
Settings
- How to Set the Layout & Order of Resources
- Resources Delete Permission Option
- Setting Default Filters
- Setting your Folder Order
- Alert Settings
- How to Turn Off Email Alerts for All Users
Groups & Permissions
- Groups & Permissions - What's Changed? (1 March 2017)
- About Group Rules & Permissions (Detailed Overview)
- How to Add a New Group
- How to Set Up Permissions for Groups
- How to Set Resource Permissions for a Group
- How to Use the Custom Rule Permission
Users
- How to Add a New User
- How To Import Users
- How to Export Your User list
- How to Search for a User
- How to Emulate a User
- How to Edit or Delete a User
Custom Filters
- About Filters
- Creating A New Filter Group
- Adding Filter Values
- Editing Filter Values
- Deleting Filter Values
- Sorting Filter Values
Workflows
Templates
- Platform Branding Requirements
- About Templates
- How To Add Navigation Menu Items
- Banner & Navigation Menu Options
- Multi Level Navigation Option
- Navigation Menu - Add Different Colors to Sub-Navigation Levels (Multi Color Menus)