Role Based Tutorials - Admin

Summary

This article provides content that an EngageIP administrator can follow to get familiar with EngageIP and its configuration.

To learn more about configuring roles or permission templates for roles, see Adding Roles, Setting Role Permissions and Importing.

Role Training

• System Configuration

  • Adding Accounts and Sub Accounts

  • Managing Packages – Adding / Updating / Canceling

  • Configuring Credit Ratings and Payment Terms

  • Credit Card Payment Processing Using iBiz

  • Bill Run – How to Setup and Run Billing

  • Setting up Ticket Escalation Rules