Consultation Manager Helpdesk
consultationmanager.com
Enterprise Administration
Getting Started
Accessing your System
Navigation
The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Using Actions
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Comms
Comms: Email
Comms: SMS
Comms V2
Email
SMS
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Tips on Managing Data
Teams
Enterprise Settings
Mobile Access
Training Resources
Training Videos
Webinars
API & Intergrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
Back to home
Consultation Manager Helpdesk
Enterprise Administration
Getting Started
Accessing your System
Navigation
The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Using Actions
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Comms
Comms: Email
Comms: SMS
Comms V2
Email
SMS
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Tips on Managing Data
Teams
Enterprise Settings
Mobile Access
Training Resources
Training Videos
Webinars
API & Intergrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
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
See more
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
See more
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
See more
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
See more