System Administrator

User Management

• Creating New Users
• Managing User Permissions
• Creating and Managing Queues
• Resetting passwords
• Deactivating Users

Data Model

• Platform Architecture
• Data Object and Relationship Overview

Financials

• Creating and Managing Service Types

Integration Setup

• Enabling the Addepar Integration
• Enabling the Black Diamond Integration
• Enabling the Egnyte Integration
• Enabling the Envestnet Integration
• Enabling the Envestnet Tamarac Integration
• Enabling the Pershing Integration

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Zendesk

• Granting Subscriber Access
• How can I get my issues resolved faster?