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  • Deal Cloud Group Set Up

    Загружено:

    Kartik Soni
    20 просмотров3 страницы
    Deal Cloud Group Set up can be configured with different capabilities including data access permissions, integration with office tools like Excel and Outlook, and administration settings for user management, email configuration, and mobile app access. There are currently various user groups in the Deal Cloud system with different access levels, such as Admin, Co-Investments, Deal Team Approvers, Investment Accounting, and Primaries.

    Исходное описание:

    demo

    Оригинальное название

    cloud groups

    Авторское право

    © © All Rights Reserved

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    DOCX, PDF, TXT или читайте онлайн в Scribd

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    Deal Cloud Group Set up can be configured with different capabilities including data access permissions, integration with office tools like Excel and Outlook, and administration settings for user management, email configuration, and mobile app access. There are currently various user groups in the Deal Cloud system with different access levels, such as Admin, Co-Investments, Deal Team Approvers, Investment Accounting, and Primaries.

    Авторское право:

    © All Rights Reserved
    Скачайте в формате DOCX, PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    20 просмотров3 страницы

    Deal Cloud Group Set Up

    Загружено:

    Kartik Soni
    Deal Cloud Group Set up can be configured with different capabilities including data access permissions, integration with office tools like Excel and Outlook, and administration settings for user management, email configuration, and mobile app access. There are currently various user groups in the Deal Cloud system with different access levels, such as Admin, Co-Investments, Deal Team Approvers, Investment Accounting, and Primaries.

    Авторское право:

    © All Rights Reserved
    Скачайте в формате DOCX, PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    из 3

    Deal Cloud Group Set up :

    Deal cloud group can be configured with different capabilities in terms of following:

    1. Data Access-Read /Expert/Write

    2. Add Ins- Excel/Word/Outlook

    3. Administrations – User/List/email /Dashboard configuration/Mobile app access etc

    Please refer below screen shots for more details on available options
    Currently we have following groups in Deal cloud:

    User Group(s)
    Admin
    Admin EA
    API
    Assistants
    Cash Manager
    Co-Investments
    Coverage
    Coverage Delete Access
    Deal Team Approvers
    Deal Team Pre-Approvers
    DealCloud Admin
    IA 2
    IA Managers
    Inactive Users
    Investment Accounting
    IR
    IR Delete Access
    Julian Test Group
    Knowledge Management / IT
    Legal
    Mailchimp
    Management
    Merge Rights
    Partnership
    Platform Manager
    Portfolio & Risk
    Primaries
    Secondaries
    xCalPERS DEMO

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