Overview

The Admin module provides self-service tools to manage user access and permissions, configure master and reference data, and customize various fields, templates, and application settings according to business requirements.

Admin Module Documentation

• User Management
  • About User Management
  • User Management Page UI Reference
  • User Role Permissions Reference
  • System Default User Role Reference
  • Create a User or User Role
  • Manage Users and User Roles
• Entity Management
  • About Entities
  • Manage Master Data Entities
  • Manage a Multi-Supplier Contract Workflow
  • Create an Entity Record
• Reference Data
  • About Reference Data
    • About Fees and Tech Rates
  • Fees and Tech Rates Tab
    • Create a Fee Record
    • Manage Fee Records
  • About Commissions
• Data Fields and Templates
  • About Data Fields and Templates
  • System Default Templates
  • Create a Data Field
  • Create a Template
• Application Settings
  • About Application Settings
  • Create an Application Settings Record
  • Manage Application Settings Records
• External Integration Administration
  • About External Integration Administration
  • Credentials Tab
  • Create an External Integration
  • Manage External Integrations