The reassign tab enables the Administrator to reassign all the accounts for which one user is assigned to another user in the same role, as well as manage the assignment of backup users. The system will prevent any role conflicts. For example: it is impossible to assign a user to be Reviewer of an account and… Continue reading Certification module: Reassign tab
Tag: Certifications Tab
Preferences Module: Certifications Tab: Linking Template Fields to Export Templates
Each Certification Template will need to be individually configured to use the Export Template or Templates created in the previous step. This ultimately gives Administrators a great deal of flexibility in Certification Configuration. Different Account Classifications linked to different Certification Templates can have their own specific export template logic, or they can share a single… Continue reading Preferences Module: Certifications Tab: Linking Template Fields to Export Templates