The Admin module provides a comprehensive space for configuring the system your way. We provide support for 70+ reference lists, merging duplicates, creating customer permission sets for specific roles, Import/Exports, Organizational Settings, and a very comprehensive audit trail. When something is changed, you'll know who changed it, when it was changed, what was the old value and what is the new value... need we say more?
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ADMIN FEATURES
Administration Overview
- Create and manage user accounts and their related permission sets
- Lock user accounts when members or contractors go inactive
- Implement two factor authentication on all staff accounts in order to protect your sensitive member / student data
- Assign users to permission groups for easy management of your permission sets
- Control the template and content of all automated emails in the system that are fired off
- Configure organizational settings that control global aspects of the platform
- Create your own custom reference lists for almost 100 independent lists in the platform
- Merge Duplicates
- Utilize System Imports and Exports
- Generate custom imports for recurring tasks