help:funds:system_management
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help:funds:system_management [2009/05/22 19:24] anthony |
help:funds:system_management [2009/06/17 19:40] (current) anthony |
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| =====System Management===== | =====System Management===== | ||
| - | FIXME - will wait until integration with the demo site before creating this writeup. | ||
| - | ====Email Editing==== | + | |
| - | ===Tag Use=== | + | |
| ====Mini-FAQ==== | ====Mini-FAQ==== | ||
| - | * **How can I assign different account managers to review funds requests for different partners?** The system administrator must give the account managers the co-op reimbursement permission, and also put the appropriate | + | * **How can I assign different account managers to review funds requests for different partners?** The system administrator must give the account managers the co-op reimbursement permission, and also put the appropriate partners in each account manager's "scope". |
| - | partners in each account manager's "scope". | + | * **I notice you have Partner Tags and Partner Location Tags - is there a difference?** Yes, there is. A Partner tag may be used to describe the partner as a whole - i.e. across all locations. An example of a partner tag might be: laptop reseller. A Location tag would be used to describe something that is specific to that location. An example of a location tag might be: service repairs. Looking at the big picture, this partner is a laptop reseller with a specific location handling service repairs. |
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| + | * **How do I change my username and password?** To change your password, you could click on the name link on the right hand side of the navibar. To change your username, you will need to contact your internal administrator. | ||
help/funds/system_management.txt · Last modified: 2009/06/17 19:40 by anthony