Welcome to the Flex User Guide. This guide will take you through how to use the Flex platform; which gives you flexibility and enables you to see everything that is happening in your business on one online platform.
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Description |
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| Flex: An overview | What the platform can do for your company. | |
| Initial Activation | Unlock the door to an exciting new journey. | |
| Navigation | The Flex Platform icons, Global Search, Username Menu, Filters, Help and Action buttons. | |
| Admin Area | Company Settings, Showrooms, Users, User roles, Number range rules, Custom settings, Locks and Usage Log. | |
| Usage Log | How to access an audit log of all activities. | |
| User Settings | User Profile, Default Settings. | |
| Contacts | Add a New Contact and Contact Details. | |
| Projects | Add a New Project and Project Details. | |
| Project Board | Gives a quick overview of the projects in each status. | |
| Documents | Attach New Document, Open Whiteboard, Open and Edit a Document, Download a Document. |
Instruction Manual
Introduction to Flex