System Admin

• Invite and Set Up a New User in Go to Market (GtM) and CORE

  This article provides step-by-step instructions for Administrators to invite a new user via Go to Market (GtM) and then configure their access and additional permissions wi...

• Edit User Access and Permissions in CORE Modules

  This article provides Administrators with the step-by-step instructions for editing the access and permissions of existing users within the CORE modules. You will use the ...

• How to Add a User to a User Group

  Follow these steps to add a user to a User Group so they inherit the group's additional permissions. You must be an Administrator to perform this task.PrerequisitesYou must...

• Create and Manage Departments and Positions

  This article shows Administrators how to create, edit, and manage Departments and Positions within the account through control panel. Departments are mandatory for record a...

• Access and Filter the Email Outbox

  Use the Email Outbox to view all system-triggered emails, including reminders and action-based notifications, and filter the report to find specific sent emails.Prerequisit...

• Create a Document Template with Mail Merge Codes

  This how-to guide explains how to create and upload a customised Document Template using mail merge codes to automatically pull data from modules like Contracts or Procurem...

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• Manage Your Approval Settings

  This article provides a guide on how to access the general approval settings and explains the function of each setting. You should use this guide when you need to view or m...

• Configure Approval Routes

  Approval Routes allow you to automate your approval processes for various activities. This is done by specifying who the required approvers are and whether they are always ...

• Manage Approver Definitions

  Approver Definitions allow you to define how approvers are translated and identified in the system. Each definition represents a 'Role' which can be included in your Approv...

• Modify In-Progress Approvals

  This article provides guidance on adding, removing, and modifying approvers on an in-progress submission. Use these steps if an incorrect user is assigned, a person is not ...