Page 2 - Administrator Help Manual

Help Manual
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Table of Contents

INTRODUCTION ..................................................................................................................................................... 4
GETTING STARTED WITH SELF MANAGER .............................................................................................................. 5

THE DASHBOARD PAGE ......................................................................................................................................... 6
UPDATING ORGANISATION DETAILS ..................................................................................................................... 7

CUSTOMISING YOUR ORGANISATION'S SELF MANAGER .................................................................................................... 7
ADDING ORGANISATION LOGO AND CONTACT DETAILS .................................................................................................... 7
BILLING ................................................................................................................................................................ 8
THEME ................................................................................................................................................................ 8

MANAGING COST CENTRES ................................................................................................................................... 9
ADDING A NEW COST CENTRE ................................................................................................................................... 9
EDITING COST CENTRES ..........................................................................................................................................10
DELETING COST CENTRES ........................................................................................................................................10
MANAGING LINE ITEMS ........................................................................................................................................11

ADDING LINE ITEMS ...............................................................................................................................................11
USING LINE ITEMS .................................................................................................................................................12
MANAGING ADMINISTRATORS ............................................................................................................................13
ADMINISTRATORS EXPLAINED ...................................................................................................................................13
ADDING ADMINISTRATORS ......................................................................................................................................13

ADDING MANAGERS ............................................................................................................................................15
MANAGERS EXPLAINED ...........................................................................................................................................15
ADDING MANAGERS ..............................................................................................................................................15

EDITING AND DELETING MANAGERS ....................................................................................................................19
EDITING A MANAGER .............................................................................................................................................19
DELETING A MANAGER ...........................................................................................................................................19
ACTING AS A MANAGER .......................................................................................................................................20

ACTING AS MANAGERS AND SWITCHING BETWEEN LOGINS ..............................................................................................20
BILLING CYCLES ....................................................................................................................................................22

CREATING HELP SECTIONS (PAGE CONTENT) ........................................................................................................23
PAGE CONTENT OVERVIEW ......................................................................................................................................23
ADDING A NEW PAGE.............................................................................................................................................24
USING TREE VIEW TO ORGANISE YOUR PAGES...............................................................................................................25
MESSAGES ............................................................................................................................................................26

THE MESSAGES PAGE .............................................................................................................................................26

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