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…

Administration - Service Desk Admin

If your company has purchased a package that includes the Service Desk functionality then you will see an 'Administration' link to administer it under the menu link for Administration, Service Desk Admin in the navigation links on…

Administration - e-HR Admin

e-HR (e-Human Resources / Human Resources Management) is a pivotal application within the business applications suite just like Customer Relationship Management (CRM) and Document Management are.  The application is often underrated…

Administration - Projects Admin

Most configuration of Projects occurs during the setup of each Project in the main Projects Application itself. Therefore the amount of enterprise wide preconfiguration and preparation that needs to occur from a main administrative perspective…

Administration - Assets Admin

The most important asset to any business is its employees.  Following them in a close second are the tangible, physical or real assets that a company owns.  These assets are managed in the business applications suite so that they…

Administration - Contracts Admin

Contracts Admin is a title that does a sheer injustice to the inherent functionality of this application suite area of the business applications platform! Within the main Contracts application suite your users will be able to completely…