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Things to consider as the administrator of your organisation to the workflow and assignment can be managed.

Manage Partner Account

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Set up Workgroups and Flag definitions

  1. Go to Manage Partner Account > Details

  2. Create workgroups and flags as needed.

    Add users to your account

  3. Add Users Manage Partner Account > Users

  4. Select Add New User

  5. Complete the Partner account membership form, and select the access level for the new user 

    Change user access or remove user 

  6. Go to Manage Partner Account > Users

  7. Select the user you want to change or remove

  8. To change access Access level > change the User Role

  9. To remove Account activiation and user acceptance > change Activation Status to Deactivated


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