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  3. Administration

Administration

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The Administration menu allows you to modify and customize platform behaviour to support your Channel Program.

  • About Administration

Email Redirection

  • Email Redirection

System Utilities

  • System Utilities
  • Undelete Locations
  • Undelete Organizations
  • Undelete People

User Access Rights

  • User Access Rights

User Groups

  • Add Multiple Internal Users to a User Group Manually
  • User Groups
  • Delete User Groups
  • Assign Profiles to User Groups
  • Assign Security Tasks

Admin Tools

  • Admin Tools
  • Delete Communications
  • Manage Related File Categories

Deduplication

  • Data De-Duplication (Fuzzy Rules) - Recreate Match Keys
  • Data De-Duplication (Fuzzy Rules) - Find Dupes
  • Find and Remove Duplicate Email Addresses
  • Prevent Duplicate Account Creation
  • Merge Location Records Manually

SSO

  • SSO: Create Client Applications
  • How to Define SSO Login Behavior

Home Page Options

  • Home Page Options

Reports

  • Administration Reports
  • User Groups by Licensed Module
  • Unassigned Security Task
  • Security Types by User Group
  • Security Functions by User Group
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