Difference between revisions of "Administration"

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;Data Management:
;Data Management:
:;:...
:;[[Import Data]]:
:;[[Export Data]]:
:;[[Mass Update Data]]:
:;[[Mass Ownership Change]]:
:;[[Mass Delete]]:
:;[[Job Scheduler]]:


;Company Setup:
;Company Setup:
:;[[Company Information]]:Edit Company Information and notification-email settings
:;[[Business Hours Calendars]]
:;Google API configuration
:;[[Subscription Summary]]:View current licensing for your company  
:;[[Subscription Summary]]:View current licensing for your company  
:;[[Company Information]]:Edit Company Information and notification-email settings
{{#if: {{ShowIsvInfo}} |
:;[[Company Logo]]:Upload company graphics
::[[Single Sign-On|Single Sign-On Settings]]:Manage multiple-system security-authorizations}}
::[[Single Sign-On|Single Sign-On Settings]]:Manage multiple-system security-authorizations
:;[[Company Messages]]:Post and schedule messages to users


;Monitoring:
;Monitoring:
:;[[Audit Logs]]:View Audit Logs
:;[[Audit Logs]]:View Audit Logs
<blockquote>
<blockquote>

Revision as of 23:22, 14 May 2013

GearIcon.png > Administration

Access Management
Users
Add, edit, or delete users, reset passwords, manage territories
Teams
Show team org chart, add, edit, or delete teams, change tab and log preferences
Roles
Create application roles that determine how a user interacts with the application
Access Profiles
Create sets of permission that can be referenced from multiple roles
Application Access
Determine which users and groups can access an application, and which roles they can play in it
Password Policy
Create a Password Policy to determine the level of log-in security
Team Data Sharing Policies
Create permissions for viewing data across teams and roles
Manage Views and Reports
Make global changes to views and reports.


Data Management
Import Data
Export Data
Mass Update Data
Mass Ownership Change
Mass Delete
Job Scheduler
Company Setup
Company Information
Edit Company Information and notification-email settings
Business Hours Calendars
Google API configuration
Subscription Summary
View current licensing for your company


Monitoring
Audit Logs
View Audit Logs