Administrators can manage users and user access to OS from the Admin Panel. Important If migrating from GSuite to Microsoft, Active User profiles must be updated to reflect their associated Microsoft Identity. An OS Administrator can create a new User from an existing Microsoft account. They cannot create a new Microsoft Account.   Add User […]

The Microsoft Business Account Integration with OS provides enterprises with a new method of integrating their productivity tools with their business process platform. When your Microsoft Account integration is enabled, the following integration modules will be enabled: User Administration Authentication (Single Sign On) Calendar Email Important If your site is currently integrated with GSuite, please […]

Get a visual snapshot of the current state of your sales! With Multiple Sales Processes, you can now manage your business sales more effectively by tracking the state of your leads and opportunities more accurately and at the granularity you prefer. Add 2, 3 or more Sales Process widgets to your Sales and CRM Dashboard to get the instant real-time opportunity […]

  Customize the layout and naming conventions used on your client eWindows. Note: If you do not see a new browser window/tab appear with your eWindow layout, please ensure you have allowed for popups from your OS site: Google Chrome Mozilla Firefox Safari  

  We strongly recommend that all our clients have a 2-factor authentication process in place, and the Yubikey is a…   Quick Easy Affordable …way of ensuring your data is secure. The Yubikey plugs into any USB port, on our computer, laptop or even some tablets. To login to your site, you simply hold your […]

As an Administrator, you can configure the site theme to your liking. This includes updating the Company Logo found on the Login Page, as well as the site Header: Login Page Logo: Site Header Logo: To update the company logo: Go to the Admin Panel -> Login Page Theme Click Upload Logo and select the […]

Create a number of custom fields to manage the client information that is important to your business. Your company-specific user-defined fields can be found under the Profile Details tab in any Contact profile in your Address Book. Manage User Defined Fields To access to the User Defined Fields Manager, go to the Admin Panel->Field Manager […]

As an admin, you can create your own User Roles to define who has access to different information in the system. The default Roles on an OS site: Admin: Full access to the system Standard: Limited access. Ability to add data and only to edit/delete their own data, or items assigned to them. RAFConnector or […]

As an Admin, you have the ability to Create New Users on your OS system. Add a New User (Contact exists in your Address Book) 1. Open their Contact Profile in the Address Book 2. Under the Action menu, click Create as User 3. Follow steps 4-8 below. Add a New User (Contact does NOT […]

Classify your clients the way that works for your business, by customizing your client classification values from the Admin Panel: Add a New Classification 1. Go to your Admin Panel, select Client Classification under Sales & CRM 2. Click Add Client Classification 3. Enter the Name of your classification 4. Click Save Your new classification […]