☰ Contents

GETTING STARTED INFO

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Section Contents

• DASHBOARD
• CONTACTS
  • Contact Types
  • Contacts List Page
  • Contacts Record Page
  • Merging Contacts
  • Duplicate Checker
• GROUPS
  • Groups List Page
  • Group Record Page
• METRICS
• PROFILE SETTINGS
  • Profile
  • Availability
  • Notifications
• ADMIN
  • Contacts
  • Groups
  • Mapping
  • People Groups
    • All People Groups
    • Add New People Group
    • Import People Groups
  • Geolocation
  • Extensions (DT)
  • Settings (DT)
    • General Settings (DT)
    • Custom Lists
    • Custom Tiles
    • Custom Fields
    • Site Link System
    • Network Dashboard
    • Security
    • Critical Path
  • Reports (DT)
  • Utilities (D.T)
    • Exporting and Importing Settings
  • Appearance
  • Users
  • Customizations (D.T)
  • Tools
  • Settings
  • Site Links
• USERS
  • Inviting Users
    • Add Existing User
    • Add New User
    • Inviting a user from a Contact Record
    • Linking an existing contact to a user
• ROLES
  • Roles Training Manuals
  • Permissions
  • Subscriber/Registered Role
  • Strategist Role
  • Multiplier Role
  • Digital Responder Role
  • Dispatcher Role
  • Disciple.Tools Admin Role
  • Administrator Role
  • User Manager Role
  • Access By Source
  • Increasing User Access
  • Sharing a Record
• DEMO
  • Demo Hosting
  • Setup a Demo Account
  • Add Sample Content Later
  • Remove Sample Content
• TRAININGS
  • Trainings List page
  • Trainings Record page
  • Create a new training
  • Editing the training event

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