Portal Admin Guide
Managing Your FotoNotes Portal
Managing Users
- Select view to be used for mobile projects
- Forgot Password (Reset Password)
- User Email Notifications
- User Roles & Permissions
- Giving Access to Customers
- Creating Users, User Roles, Tags, & Viewing User History
Managing Types
Containers
- Containers Overview Video: Efficiently organize your work
- Creating a container and new work
- Create new work and attach to containers (Properties or Projects)
- Importing Container and Contained Projects
- Creating Saved Views with Containers
- Bulk Create Work Under Multiple Containers
Admin Settings
Managing Templates
- Display Lines
- Creating Templates
- Managing Templates
- Clone a Template to Create a New Template
- Editing Template Settings: Display Lines, Status Options, Default Reports, etc.
- Importing and Exporting Templates
Searches, Saved Views and Dashboard
- Dashboard
- Simple Search
- Creating, Deleting, & Refreshing Views
- Advanced Search: Saving a View with Roles
- Editing Views & Changing the Role
- Create Views for your Different Managers
Reports
Markets & Regions
Managing Estimates and Scopes
- Adding, Editing & Deleting Services
- How to populate the Services database using a csv spreadsheet
- Importing Services
- Updating Services via Import
- Adding Service Markets & Categories
- How to add Material and Labor Service Cost Fields
Advanced Workflow
- Workflow Types
- Workflow states to filter projects on mobile
- Setting up Accept/Decline and Complete Workflow
- Email Notifications on Complete and/or Cancelled
- Read only before a certain date
- Allow Reports only on Complete
Vendor Management
- Adding and Connecting Vendors
- Custom Email on Vendor Invitation
- Editing Vendors
- Editing Company Information
- Copying Views to a New Vendor
- Advanced Search: Saving a View & Exporting