Training Paths: Admin

8 articles

010. Apps & Settings - Users & Portal Access

1 . Creating users, permissions and sending invitations 2 . The different levels of permissions for…

020. Reporting + Imports / Exports

Importing Council Information

030. Knowledgebase Categories

Links to Topics: Creating and managing knowledgebase categories

040. Dashboards Setup and Config

Creating a ninja dashboard that shows record field updates

050. Documents/Document Templates

JAMS includes our Microsoft Word Templates module, meaning you'll have a "Document Templates" area…

060. Email Templates

3 . Creating and editing Email Templates

070. Website Editing and Security, Portal Config

1. Website editing 2. Website Portal Module Cards 3. Website Security

081. Configuring the Incoming Email Server to work with Microsoft 365

Setup in Microsoft Azure Portal Create a new application To get started, go to Microsoft’s Azure Po…