Welcome to the Administrative Getting Started Course!
Target Audience: Admin and Super Admin Users
Increase your platform knowledge as Admin and Super Admin users and learn about permissions that are specific to your user roles!
Below is the course outline where you will find all of the individual lessons and can reference them as needed in the future.
Don't forget to complete the 2 minute survey at the end of the course to get credit for completion and provide any feedback you have from your experience to make this content better.
Click on "Lesson 1: Setting Up New Clients" to begin. Enjoy!
Important Notes:
- Be sure to enter your email address when prompted to verify you have permission to view the walkthroughs
Lesson 1: Setting Up New Clients (3 minutes)
- How to set up a new client profile
- Sending and re-sending client invites
- Updating information on a client's profile
- Sending a client password re-set link
Lesson 2: Accessing Client Information (8 minutes)
- Basic client information found on the client's profile page
- Review accessing invoices, bookings, orders, and contracts
- How to pay on behalf of clients
- Helping clients sign contracts
- Additional Video Resources:
Lesson 3: Basic Client Troubleshooting (3 minutes)
- Walkthrough client page troubleshooting procedures
- Agvance On-Demand Sync Tutorial
Lesson 4: Admin and Super Admin Roles (10 minutes)
- Review specific Admin and Super Admin permissions
- Managing location notifications
- Additional Resources:
- Additional Video Resources:
Lesson 5: Overview of online payments and ERP Sync Logic (5 minutes)
- Walkthrough the Payments page on the Admin tab
- Review payments flow to specific ERP