Client Admin

Client Admin Center - General

• Client Admin Center - General
• Client Admin Center - Reports

Client Admin Center - Users (Video)

• Client Admin Center - Users - Add Permission Preset (Video)
• Client Admin Center - Users - Add User (Video)
• Client Admin Center - Users - Delete a Permission Preset (Video)
• Client Admin Center - Users - Delete User (Video)
• Client Admin Center - Users - Disable Users (Video)
• Client Admin Center - Users - Edit/Update a Permission Preset (Video)

See all 8 articles

Client Admin Center - Users

• Client Admin Center - Users - Add Users, Roles, Permissions, and Permission Presets
• Client Admin Center - Users - Update/Edit User Accounts
• Client Admin Center - Users - About User Role Types and Permissions

Client Admin Center - Question Center

• Client Admin Center - Questions - Manage Questions

Client Admin Center - Settings

• Client Admin Center - Settings - Registrant List and Manage Duplicates
• Client Admin Center - Settings - Project - Regions
• Client Admin Center - Settings - Project Data Shares

Client Admin Center - Registrant Settings

• Client Admin Center - Settings - Registrant Settings
• Client Admin Center - Settings - Registrant Settings - Activity Types
• Client Admin Center - Settings - Registrant Settings - History Types
• Client Admin Center - Settings - Registrant Settings - Name Title Types
• Client Admin Center - Settings - Registrant Settings - Rating Types
• Client Admin Center - Settings - Registrant Settings - Relationship Types

See all 7 articles

Client Admin Center - System

• Client Admin Center - System - Business Rules and Custom Fields
• Client Admin Center - System - News
• Client Admin Center - System - Terminology Maps

Lasso Implementation - Guides

• Implementation - Project Setup
• Implementation - Domain Authentication - Adding Domain Keys and SPF Records to DNS
• Implementation - Set Up Email Tracking (Record Email History)
• Implementation - Lead Source Data Capture Process