Training Paths: Admin

10 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

061. Email Templates: How to Fix Google Calendar Links

This article explains how to correctly set up Google Calendar links inside your email templates so…

070. Website Editing and Security, Portal Config

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

Configuring Incoming Email Server to work with Microsoft 365

Note If you wish for JAMS to create new Enquiries and update Enquiries from a specific email (e.g.…

Creating and updating Enquiries from a specific email (e.g. enquiries@myalc.com)

To ensure all emails sent to enquiries@myalc.com are automatically converted into Enquiry records i…