Settings and Permissions App
The settings and permissions app allow you to create custom roles with actions for your Sandbox tenant. You can also invite new users.

Click here to view a walkthrough of the settings a permissions app
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Settings and Permissions
At least one user in your organization will have access to the Settings and Permissions App. This user will be able to add new users, grant permissions, and update system lists in your environment. User Administration Under Security, you will be able ...
User Profile Settings
A user can change some of their own settings from the settings located at the bottom left of the screen. The top selection in the settings window is "Profile Settings". The following settings can be changed; Default Tenant - when multiple tenants are ...
Product Category Tiles
The product category tiles can be made available on events for easy access to drilldown to find products. Twenty first level categories can be displayed on the bottom portion of the line entry window. Categories are added and formatted through ...
Syncing A/R to ToolBx
How to Sync Customer A/R from the Settings App Click on Data from the left menu Click on Customers from the top menu Search or filter the grid to select customers to sync, then click Send Selected Customers (Maximum 50) The Customer Data Sync Window ...
Adding new Storage Locations
To add new storage locations go to Settings (gear icon in the bottom left) and Storage Locations. Name the storage location and select a colour for the location. Click Create. Here is an interactive walkthrough: ...