This allows you to setup your organization structure, define multi level small business units(SBU), operational definitions, financial periods and etc.
Step 2
Team Management
This allows you to create and modify user accounts and assign team-base user permissions. You can grant user permissions to forms and widgets by balancing level wise.
Step 3
Advance Configurations
This section allows you to define different templates and groups, customize application layouts, define workflows and policies according to your organizational requirements.