Knowledge Base
Admin
Integration Setup
Features Overview
How To
- Data Retrieval
- Communication Center: How to turn on your communication methods
- Docusign: Go Live Process
- DocuSign: Creating Templates
- SSO Setup
- Provisioning API Client
- User provisioning: API
- Changing user's email
- Read or Audit Data
- Reset User Passwords
- Provide Access to Users
- New Users: Add, Delete, Modify
- Google SSO Setup
- Assign Seats and Licenses to New Users
Provide Access to Users
Once users are added, Access to specific environments and territories must be granted.
- Under their user profile, toggle the Care and/or Designer buttons to grant access to that portal for the specified environment
- Once toggled, the user can click the pen/paper icon to edit security settings