by Karvan Jay | Jul 28, 2018 | Getting Started, Uncategorised, Videos
Login First Time If you have signed up to the service or an organisation using our platform has registered you. You should receive an email containing your username and temporary password. Your username must be a valid email address. You can login to the portal either...
by Karvan Jay | Jul 29, 2018 | Getting Started, Tutorials, Videos
Basic Platform Overview The starting page is the home page. The home page will show a welcome message, display custom shortcut buttons and widgets if set. When the platform is first setup there will be no shortcuts nor widgets displayed. Customising your homepage with...
by Karvan Jay | Aug 11, 2018 | Getting Started, Tutorials, Videos
Permissions Overview Our Management’s permissions system gives granular user control over the platform. To get you started, each client comes with a set of default permissions which should cover most situations. The top level permissions are module permissions. Module...
by Karvan Jay | Aug 11, 2018 | Getting Started, Tutorials, Videos
Organisations You can store the details of the organisations you deal with through the organisation module. This is effectively an directory for your organisations. To access organisation module click on the side menu and then organisation module. When the client’s...
by Karvan Jay | Aug 11, 2018 | Getting Started, Tutorials, Videos
Contacts Similar to the organisations you can store contact details of the people you deal with through the contact module. This is effectively an directory for your contacts. To access contact module click on the side menu and then contact module. When the client’s...
