Portal Admin Guide
Managing Your SiteCapture Portal
Admin Settings
- API Key & Documentation
- Account Settings: Mobile Projects and Mobile Photos
- Security Settings
- Notifications: Email & Dashboard Message
- Upload Company Logo
- Managing the From Email, Reply-To Email and Sender Name in Email Notifications
Managing Types
Containers
Managing Templates
- Auto-Create Field Group Items
- Creating Templates
- Managing Templates
- Editing Template Settings: Display Lines, Status Options, Default Reports, etc.
- Importing and Exporting Templates
- Adding Sections to Templates
Advanced Workflow
- Workflow Types
- Setting up Accept/Decline and Complete Workflow
- Email Notifications on Complete and/or Cancelled
- Allow Reports only on Complete
- Auto generate a unique ID
- User cannot create from mobile
Managing Users
- Select view to be used for mobile projects
- User Email Notifications
- Giving Access to Customers
- Creating Users, User Roles, Tags, & Viewing User History
- Edit Users : Limit Access to Types and/or Saved Views, Change Password
- Disabling and Deleting Users
Vendor Management
Searches, Saved Views and Dashboard
Reports
Markets & Regions
Managing Estimates and Scopes
- Adding, Editing & Deleting Services
- How to populate the Services database using a csv spreadsheet
- Importing Services
- Adding Service Markets & Categories
- How to add Material and Labor Service Cost Fields
- Dynamically Generate Priced Line Items by Category