Administration

Administration Basics

• Administration Overview

Site Settings

• Currencies: VIPER Admin Site
• Setting the Global Marketing Message
• Client Invitation Email Templates: VIPER Admin Site
• Program Status Descriptions: VIPER Admin Site
• Employee Roles and Descriptions: VIPER Admin Site
• Word Settings: VIPER Admin Site

See all 7 articles

Managing Users

• Employee Permissions and Security
• How do I add a new user or employee?
• How do I remove, disable, or terminate an Employee?

Office Configuration

• Managing Tax Rates
• Editing Office Information and Configuration
• How do I add a new Office?
• How do I add or change Office logo?
• Configure Costing Columns