Account Settings

Account Settings

Understanding account (global) settings

About this course

  •  In-depth review of each Account (global) Setting component
  •  Explore each user’s individual Preferences

Curriculum

  • Introduction (1 of 11)
  • Account Management: Account Settings to Deployment (2 of 11)
  • Assessment: Deployment (3 of 11)
  • Account Management: Navigation & Actions to Security (4 of 11)
  • Assessment: Security (5 of 11)
  • Documents & Folders: Attributes to Auto Numbers (6 of 11)
  • Assessment: Auto Numbers (7 of 11)
  • Document & Folder: Document & Folder Settings to Integrations, Automation Tools-Reminder Templates (8 of 11)
  • Assessment: Reminder Templates (9 of 11)
  • Automation Tools: Schedules to User Management (10 of 11)
  • Conclusion (11 of 11)

About this course

  •  In-depth review of each Account (global) Setting component
  •  Explore each user’s individual Preferences

Curriculum

  • Introduction (1 of 11)
  • Account Management: Account Settings to Deployment (2 of 11)
  • Assessment: Deployment (3 of 11)
  • Account Management: Navigation & Actions to Security (4 of 11)
  • Assessment: Security (5 of 11)
  • Documents & Folders: Attributes to Auto Numbers (6 of 11)
  • Assessment: Auto Numbers (7 of 11)
  • Document & Folder: Document & Folder Settings to Integrations, Automation Tools-Reminder Templates (8 of 11)
  • Assessment: Reminder Templates (9 of 11)
  • Automation Tools: Schedules to User Management (10 of 11)
  • Conclusion (11 of 11)