File Organizer
The File Organizer is where all login users can manage all of their files. It provides a place to store and view uploaded files and work on a client’s portfolio and to collaborate with other users associated with that client. File Organizer’s Location: Click on “Actions” on the main toolbar. Select “File Organizer”.  The File Organizer […]
System Admin Window
The System Admin window provides administrators the ability to add, edit, and delete all users and clients within the system. It also provides access to all files within the organization’s Enterprise Account. The System Admin window has three main parts to it: 1. Main Table 2. Actions Tab 3. Group Associations Table Main Table The […]
System Admin’s Search Feature
The search feature can be used to search/filter by the multiple types of criteria listed below: 1. User Info Tab – Allows the admin to search for a user/client using their personal information and/or their login and profile status. A. First Name B. Last Name C. Identification Number D. Age E. User Login Name F. […]
File Organizer’s All Files Feature
The All Files feature allows a user to see all of the files that they have can permission to access. All of the files appear at one time , regardless of the folder locations they are in or the clients they are under. To find the All Files feature: Click on “Actions” on the main […]