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Person Management Module - Add a Person / User Account
The Person Management Module provides administrators the ability to create, update and verify user accounts. If the person belongs to a role that is automated in Clevr, it's recommended that you add the person to the source system that drives the ...
Person Management Module - Navigation and Searching
The Person Management Module provides administrators the ability to create, update and verify user accounts. This is an administrative function that requires access to the Person Management Module. It’s important to know the difference between a ...
Configure Notifications in Form Management
Overview A notification is a configurable workflow item that is sent to one or more specified users and/or roles when it is triggered. The notifications card and the notifications editor in form management is used to configure notifications. Common ...
Remove Duplicates: Merge Persons
Configuring a Notification on a Form
Notifications are a custom type that can be added to a form, that are used to send notifications and emails to specified recipients or roles. A notification can be configured using the custom type “Email: Notifications”. Terms # Term Description 1 ...