Administration - CRM Admin

How to set up your CRM for first time use as your Company CRM Administrator. As this is one of the most common areas an Administrator will first attempt to configure this user guide also recaps on many salient setup and configuration…

Administration - Process and Collaboration

The process and collaboration area in Administration is where various functions associated with business workflow, processes and activities are managed or created.  On first creation of your company solution, instance templates…

Administration - Accessing Global Settings

To access any platform level Administrative features of the platform your logged in user account must be in a Permission Group that includes the 'Administrator' function. This is a simple once only 'tick box' applied to a user. …

Administration - Introduction

The first signed up 'user' is immediately established as the 'Main Administrator' of any TrivaeoCloud or CloudWorksIT Company instance. Someone has to go first right?  Having signed up and claimed the underlying Company by name…