Managing Internal Users

• Adding an Internal User
• Modifying a User
• Managing System Administrator User Access
• Modular Admin Capabilities
• Managing User Status
• Downloading Internal Users Report

Managing Roles

• Roles and Permissions
• Creating and Managing User Roles and Permission Groups
• Exporting Detailed Roles Report

Managing External Partners

• Adding an External Partner from the System Admin Module
• Editing Partner Details from the System Admin Module
• Exporting Partner Details from System Admin Module
• Bulk Importing External Partners, Products, and Contacts from the System Admin Module
• Import Logs from the System Admin Module
• Attaching Files to a Partner's Profile from the System Admin Module

• Managing Contacts
  • Managing External Contacts from the System Admin Module
  • Setting a Partner Contact as Primary from the System Admin Module
  • Reactivating External Contacts from the System Admin Module

See all 7 articles

User Groups

• Introduction to User Groups
• Creating a New User Group
• Managing User Groups
• Deleting a User Group
• Adding Users to a Group
• Removing a User from a Group

Advanced Configuration

• Configuring Platform Settings
  • Advanced Configuration
  • Configuring Platform Settings
• Configuring Fields
  • Introduction to Standard and Custom Fields
  • Custom Field Parameters
  • Adding Custom Fields
  • Managing Standard and Custom Fields
  • Configuring Questionnaire Fields

Configuring your Organization

• Organizational Hierarchy
• Setting Up Your Organization Structure
• Invite CENTRL Support Into Your Organization

Integrations

• Agent Connectors
  • Agent Connectors Overview
  • Google Drive Integration
  • Outlook Integration
  • Salesforce Integration
  • SharePoint Integration
• Platform Connectors
  • Salesforce RFP Integration
  • SharePoint File Picker Integration