Account Administration & Configuration
Conceptual overviews and instructions for administering and configuring the account.
4 articles
User Import from CSVThis guide outlines how to quickly add or update multiple users at once by uploading a properly formatted CSV file.
User RolesOverview of standard user roles and permissions
Changing a User's RoleHow to update a role assignment on a user
What is communications mapping?Communications mapping is the process of identifying every electronic communications channel in use at a firm, associating each channel with the employees who use it under firm policy.