Consultation Manager Helpdesk

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Consultation Manager Helpdesk

Enterprise Administration

Enterprise Administration

Get a complete understanding of Enterprise Admin system management, from adding projects and users to managing classifications.

Consultation Manager Management Guide

Users & Permissions

User Permissions

Editing a user profile

How to unlock and reset a User's password

How to create a new User

Adding a User to Projects (via Teams)

How do I remove access from a User?

Add Users to multiple Teams using the Batch Security Tool

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Framework (Classification) Management

Reassign classifications

Creating a new Classification

Delete and restore classifications

Editing Classifications

What are Classifications: Classifications and Classification Groups

Merging Classifications together

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Projects

Restricting Framework/Classifications to Project

How do I create a New Project?

Manage Projects (the Project Record profile)

Deleting Projects

Tips on Managing Data

Enterprise Record Counts

Record History

Global vs Private Entities

Auditing your CM database

Teams

What are Teams?

Creating a new Team

Team Roles

Adding Users to Teams

Managing Users' Roles on the Team

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Enterprise Settings

Send Action Reminders Automatically

Mobile View Settings

How Timezones work

Managing Time Zones

Configure your system to send Action notifications automatically

How to add a custom Logo and Favicon

Field Reordering

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