Admin User Guide

Modified on Sat, 24 Oct at 8:04 AM

This guide contains useful instructions and tips on how to use the most common features across the platform, to help you complete your daily tasks. Here you will find links to articles tailored mostly towards users with Admin Permissions.

Please note: Depending on your permission level, you may not have access to certain features or functions. In these cases, the General User Guide may help you find an answer to your enquiry.

Main Settings

How to set up the look and feel of your platform and set global defaults.

User Settings

All things related to user management.

Groups & Permissions

What Groups & Permissions are and how to use them.

Approvals & Workflows

Understanding and setting up your automated approval processes.

Databases & Briefs

Managing and building database forms.

Note: The Resources, Workflows and Database terms used above are customisable, so they may appear under a different name in your platform. You can view the related terminology here.

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