PowerClerk Support Center
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- Automations
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- Questions to ask yourself
- Locating the Deadlines feature
- What are Deadlines
- How to Create a Deadline
- Deadline Automation Action Rules
- Utilizing Project Admin Page for Deadlines
- Communication Templates for Deadlines
- Deadline Set/Satisfy Options
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- Deadlines in Project List Columns
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- eSignature Envelopes
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- Questions to Ask
- Locating the eSignature Feature
- What are eSignature Envelopes?
- eSignature Checklist: The Prerequisites to create a new Envelope
- How to set up Advanced eSignature Envelopes Step-by-Step
- How to add an eSignature Envelope to a form
- eSignature Automation Trigger
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- Edit Forms - Tutorial #1
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User Administration
Locating the User Administration feature
Anyone in a Role with the Edit Users privilege can edit Edit Users by opening the ADMIN menu and clicking on User Administration. Please note: the Edit Users privilege needs to be assigned by a CPR Admin, and you can request this Role permission by raising a ticket in the Ticket System:
What is the User Administration Feature?
The User Administration feature allows you to view and edit all the users registered to the Program. On this page you can Add additional users and Edit current users on your program, then assign them access based on a set Role:
You can expand a row in the user list and click the Edit User button, or use the New User button to enter a new user’s details:
If you would like to designate a specific program or role to your the user you are editing, please click on the Add Program button choose from the menu options given:
Click Save to confirm your new or updated user.
Please Note: Each User must have a role when being added to a Program. You will only be able to add Users to Programs that you have the “Edit User” Permission with.
FAQs
Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.
Create A Support Ticket
Not finding your answer here? Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.