System Administrator
Practifi Success Portal
User Management
- Understanding and Enabling Multi-Factor Authentication (MFA)
- Creating New Users
- Resetting Passwords
- Managing User Permissions
- Adding and Removing User Permissions
- Creating and Managing Queues
Record Management
- Understanding and Using the Data Management App
- Understanding and Using Deep Delete
- Understanding and Using the Noticeboard
- Managing Mailing Label Settings
- Understanding and Using Entity Name Formatting
- Using Filters
Activities & Events
- Understanding Notifications
- Understanding Processes
- Creating Processes
- Understanding and Using Process Deep Cloning
- Creating and Using Task Templates
- Understanding Action Types
Life Events
Reports & Dashboards
Deliverables
Integration Setup
- Understanding the AppExchange
- Enabling the Addepar Integration
- Enabling the Black Diamond Integration
- Enabling the Box Integration
- Enabling the Constant Contact Integration
- Enabling the DocuSign Integration
Practifi Add-On Features
- Understanding Practifi Promote
- Understanding Practifi Propel
- Enabling Practifi Propel
- Understanding Practifi Protect
- Enabling Practifi Protect
- Understanding and Using the Marketing App
Data Model
Organization Settings
PractifiU
- Accessing PractifiU
- Creating New Users in PractifiU
- Resetting User Passwords in PractifiU
- Assigning Courses to PractifiU Users
- Understanding the PractifiU Leaderboard
- Reporting in PractifiU