Note

You are not reading the most recent version of this documentation. See the latest version available.

For Supervisor

Quick Start guides:

• Start new project for your team
• Invite team to project
• Import orders from CSV
• Create new order
• Create sub-order
• Find and open order
• Track order changes (history)
• Read/write messages (public/internal)
• Upload/download order artifacts (files)
  • Upload order artifact (file)
  • Download order artifact (file)
  • Attach order artifact (file) by external link
  • Get order artifact (file) by external link
  • Edit order artifact details
  • Delete order artifact
• Change order status (move by workflow)
• Create package
• Find and open package
• Manage package files
  • Create new folder
  • Upload files/folder
  • Move files/folder to another folder
  • Edit files/folder
  • Delete files/folder
• Run package automation
• Deliver (upload) package
• Download ordered package
• Change notification settings

Configuration manuals:

• Manage Users
  • View all users of the system
  • Create new user account
  • Assign user to project
  • Remove user from project
  • Change user password
  • Change user role
  • Block/unblock user
  • Delete user account
• Manage Projects
  • View all projects
  • Create project
  • Block/Unblock project
  • Delete project
• Customize project settings
  • General project info
  • User access management
  • [Repository Manager] Main Operational repository
  • [Repository Manager] Delivery repository
  • [Repository Manager] Package attributes (fields)
  • [Repository Manager] Automation
  • [Task Manager] Order artifacts repository
  • [Task Manager] Order types
  • [Task Manager] Workflow
  • [Task Manager] Order attributes (fields)
  • [Task Manager] Email notifications
• Configuring system-wide settings
  • Base URL
  • System date and time format
  • SMTP settings
  • API settings