Stage 2 — Core Setup: Users, Access & Fields

Introduction to User Management

User Groups - Overview

User Roles -Overview

User Roles - Configuration

Users - Overview

Users - Configuration

Introduction to Field Settings

Action - General Switch Views

Actions - Field Group Create a New Field

Actions - Settings for Fields within a Field Group

Actions - Field Group Turning On or Off a Subgroup

Actions - Field Group Sync

Actions - General Update Fields

Action - General Import External Data

Actions - Field Group Add or Delete Easy Reporter Link

Actions - Field Group Assign or Remove E-signature Information

Actions - Field Group or Fields Enabling Field Groups and Finding Fields that are Not Pre-delivered to Strato

Actions - General Setup Easy Reporter Catalog

Catalogs - Easy Reporter

Catalogs - External

Catalogs - SF