The Contacts menu allows you to create, edit and delete all contacts within Devensoft, depending on your permissions. You can also specify contacts of a sel...

Adding permissions for a document prevents a group of people who are part of an Access Role from reading, updating or deleting a document(s). Adding permiss...

Users are able to reset their password via a three-step Devensoft M&A response process.  When the log on screen appears, click on Forgot your passw...

1. Click the Contacts menu.  2. Click +Create button. 3. Fill in the First and Last Name and Email address. These are the only three fields that are m...

Navigate to the Admin-->Role Administration. Click on the Create button to create a new role. Provide the role description, and the dashboards that wi...

Click on the Contacts menu. Hover over the contact name. Notice that a pencil to the left appears. Either click on the pencil or the name its...

This document explains the difference between Access Levels or visibility a user has within Devensoft’s M&A Tool and the predefined Roles.  User access ...