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Dashboards
Our dashboards enable each user to setup their workspace to quickly get the information that matters to them the most. The dashboards are made up of configurable widgets. You can set up multiple dashboards. When you visit the dashboard you will see ...
Customer Portal Access
If the organisation has the Customer role you can give users access to the portal. You can turn on/off access to the portal using the PORTAL ACCESS switch. This will enable and disable their user account on the CocoonTMP portal. ...
Organisations
Organisations have the following: Ops Label The identifier user for the organisation in CocoonOPS Name The formal name of the organisation Roles Identifies the type(s) of relationship you have Billing Account Reference to link revenue to a finance ...
Contacts
Contacts represent people or departments in external organisations and how you contact them. The contact information consists of: Name Job Title Email Address Phone Number Mobile Number Creating New Contacts To create a new contact: Select an ...
Address Book Documents
You can attach documents to an organization. You attach a document to an organization by selecting the organization the document should be attached to, then drag the document onto the page. You will then be presented with a dialog box to select the ...