Administration Menu 4

• How Do I Add Custom Properties to Analytics Reports?
• Role Administration Guide
• How Do I Create Custom Fields/Properties?
• What Are Key Tips In Using the Excel Export & Importing Feature?

Security 7

• What is a Contact?
• How do I Set Permissions for a Document?
• How do I receive a new password?
• [HowTo] Create a New Contact
• [How To] Restrict Access By User Role

View all 7

Permissions 3

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

Dictionaries 2

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

Templates 3

• Importing Targets
• Notification Management
• Importing Users via the User Template

Clear Trash Bin 2

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

Application Settings 3

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