System Administration
- Understanding the PM ADMIN
- Resetting a User's Password
- Adding a New User
- Disabling a User
- Defining User Roles
- Role Management - Permissions Details
- Role Management and Configuration
- Inherent Role Permissions
- Creating a New Field using Custom Objects
- Adding New Insurance Types
- Adding a New Non-Admit Reason
- Editing Existing Custom Objects
- Business Line Configuration
- Reassigning Inactive User Territories
- Sales Territory Configuration
- Automating Contact Ratings in Marketscape CRM
- Enabling a Disabled User
- Transfer Accounts/Contacts Without an Available License
- Adjusting Time Out Settings for Web and Mobile