User Permissions and Navigation

Navigation from the Landing Page to a specific place in the sub-shell hierarchy requires permissions. Permissions can be:

See Also

Setting Up Shells

Shell Administration and Setup

Setting Permissions to Configure Shell Types in the Shell Manager

Configuring Shells

Update Standard Cost Sheet Columns

Setting Permissions to Administer Shell Templates

Accessing a Created Shell Template

Setting Permissions to Create or Modify Shell Instances

Creating a Shell

Gateway Integration Tab

Managing Shells

Managing Cash Flow in Shell Templates

Updating Shells

Updating Shell Templates

Setting Up View Forms in Shell Attributes

Dedicated Mailbox for Shells

How to Set Up Gates

Editing Multiple Shells at Once with Bulk Edit

About Shell Dashboards



Last Published Wednesday, June 26, 2024