FactorSoft Administration Class Agenda (2 Days)
Come take an in-depth look at how to charge fees, set up clients and debtors, manage users and functionality, as well as security, and an overview of System Preferences.
Overview
Security
- Defining Security Roles
- Managing Users
Defining a Level of Auditing
Setting up Tables
Lunch (provided)
Setting up Tables continued
Day 2
FactorSoft Support
Online Help
Incident Tracking System
Using ITS
Defining Client Terms
Lunch (provided)
System Preferences