Overview

The Administration 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.

Administration Module Documentation

• User Management
  • About User Management
  • User Management Page UI Reference
  • User Role Permissions Reference
  • Create a User or User Role
  • Manage Users or User Roles
• Entity Management
  • About Entities
• Reference Data
  • About Reference Data
  • About Fees and Tech Rates
    • Fees and Tech Rates Tab UI Reference
    • Create a Fee Record
    • Manage Fee Records
  • About Commissions
• Data Fields and Templates
  • About Data Fields and Templates
  • Create a Data Field
  • Create a Template

Access the Administration Module

Access the Administration module from the top navigation bar under Administration, or from the Welcome homepage under the Administration section.