Video tutorials for this topic
← All modules · Read the Configuration overview
Choose the feature you see in the app menu. Related features may share a course; its contents show the sections covered.
Dashboard
Read the guide for this area and its available controls.
Read guide →Settings
Change the correct organization settings and verify the affected behavior.
Read course →Business Locations
Keep site-specific inventory, staff and service configuration in the correct location.
Read course →User, Group
Give a colleague the intended record and screen access, then test it as that person.
Read course →Role & Permission
Configure record, component and menu permissions and password rules, assign them, and verify allowed and denied access as the colleague.
Read course →Menu Access
Configure record, component and menu permissions and password rules, assign them, and verify allowed and denied access as the colleague.
Read course →Password Policy
Configure record, component and menu permissions and password rules, assign them, and verify allowed and denied access as the colleague.
Read course →Data Transfers
Move selected organization data through the supported request and acceptance process.
Read course →Integration Config
Connect a supported service or a server-side integration with scoped credentials, prove one operation, and recover a failed or revoked connection.
Read course →Phone & SMS
Set up and assign a business number, route calls and SMS, and verify the outcome in device and communication logs.
Read course →Email Accounts
Configure everyday hosted mail and bulk senders as distinct services.
Read course →Blacklist
Maintain the application’s exposed blocked-entry rules and verify their actual effect.
Read course →