Workshops & Training Session - Administration

Workshops & Training Session - Rebranding Session

Re-branding Options

Knowledge Base Material

The following table contains material from our Knowledge Base

Session	Function	Knowledge Base page
Administration	Taxes	Taxes
	Payment Methods	Payment Operations
	Users & Groups	Manage Users Setup of Permission Rules
	Print-out Templates	Setting up Print-Out Templates Customize Invoice Print-out
	Custom Fields	Create and Manage Custom Fields
	Notifications	Setup a Notification Available System Notifications
	Countries
	Email Preferences
	Configuring Payment Gateways

Task List

	Section	Tasks / Business decisions	Comments / Guidelines
1
2	Administration	configure notification engine mailbox	This is the mailbox that is leveraged through the notification engine of the system to dispatch email notifications to both external (customers) and internal actors. The mailbox can be configured at: BSS Setup > Administration > System Options > Organization Settings > Email Preferences
3	Administration	taxation policy	The taxation policy must be configured
4	Administration	Users	Users for the team of the customer must be opened
5	Re-branding	Re-brand Notifications	The customer needs to complete the re-branding of notifications. Refer to the following page for more information on changing a notification: Re-branding Notification Content. Also, the must-do list can be found at this page: Available Notifications.
6	Re-branding	Re-brand business documents	The customer needs to complete the re-branding of business documents. A typical invoice re-branding can be found at this page: Invoice Re-branding

Basic Partner Administration & Re-branding

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