Administration

Glossary of Terms

• Devensoft's Glossary of Terms, Settings and Datasets

User Administration

• When I create a new user, why is my information prepopulated?
• Administrators Guide

Role Administration

• Role Administration Guide

Application Settings

• How Do I Update the Currency Exchange Rates?
• Can the Company Logo be Automatically Resized?
• How Do You Change the Decimal Placement?

Notification Management

• What Are the Descriptions of the Email Notifications that Devensoft Sends Out?

Custom Properties

• How Do I Create Custom Fields/Properties?
• How Do I Add Custom Properties to Analytics Reports?
• How Are Custom Properties Added to Operational Reports?

Storage

• How Does the Administrator Permanently Delete Documents
• How does the 'Clear Trash Bin' feature work?

Dictionaries

• Can Existing Drop-Down Menus Field Characteristics Be Changed?
• How Do I Update Pick Lists?
• How Do I Add a Functional Team?

Security

• How to Delete a Contact
• How do I Set Permissions for a Document?
• What is a Contact?
• Access Levels and Roles
• How do I receive a new password?
• How to Restrict Access by User Role

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Permissions

• Role Examples and Permissions
• How Come I Am Unable to See Folders in my Target or Integration?
• Exporting Permissions From One Integration to Another

Import and Export

• Importing Users via the User Template
• Importing Targets
• What Are Key Tips In Using the Excel Export & Importing Feature?

Adminstration Videos

• Administering Devensoft

Types of Administrators

• Super Admins vs. Business Unit Admins