Things to consider as the administrator of your organisation to the workflow and assignment can be managed.
Manage Partner Account
- From the side navigation, open Account
- On the DETAILS tab, open the Expand/ Collapse arrows to view the existing information and update the required sections.
- Here you can update contact details, create workgroups, add users and even upload your company logo.
Set up Workgroups and Flag definitions
Go to Manage Partner Account > Details
Create workgroups and flags as needed.
Add users to your account
Add Users Manage Partner Account > Users
Select Add New User
Complete the Partner account membership form, and select the access level for the new user
Change user access or remove user
Go to Manage Partner Account > Users
Select the user you want to change or remove
To change access Access level > change the User Role
To remove Account activiation and user acceptance > change Activation Status to Deactivated
