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  3. Administration

Administration

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  • Audit Logs (Finance, Plan & Budget)
  • Application Timeout
  • Workflow toggles (Custom Object / CAG)
  • User Categories
  • Organizational Setup Overview
  • Currencies — Adding, Deleting, Exchange Rates
  • External Name Editor
  • Models & Tactic Library
  • Custom Attributes — Dependencies and Multi-Select
  • Custom Attributes — Design Principles
  • Admin User Impersonation
  • Teams — Collaboration Rules (Edit/Approve)
  • Roles — Client Admin vs Custom Roles
  • Assigning Roles & Teams
  • Creating, Editing, and Deleting Users

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