Getting Started
▶️ How to create your first Procedure
What is an attribute ?
What is a role ?
▶️ How to add a contact
How to automate the synchronisation of contact data
Roles
Procedure Manager
Directory Manager
Directory
How to edit a contact attribute ?
How to establish the procedure for the update contact request ?
GDPR and data masking
How to print a global view of contacts by administrative units ?
What is a group and how to create it ?
What is a personnal alert scheme ?
What is a dynamic selection and how to create it ?
Import/Export
How to export contacts from the Directory ?
How to update multiple contacts ?
How to import contacts?
Calendar
Administrator
Procedure launcher
My account
How to change my password ?
How to change language ?
Why do I receive a Brute Force Login Attempts detected" message
Product User Manual
Product Updates
- All Categories
- Roles
- Procedure launcher
- Launch Procedure
- Selection and launch of the procedure
Selection and launch of the procedure
Updated
by Cédric Compagnon
Only "deployed" procedures for which you have the right to trigger are visible via the "Launch procedure" button.
Select the procedure to be triggered and, if necessary, fill in the launch form. The purpose of this form is to send specific information to the recipients. Depending on your answers, the message sent will be adapted. The recipients of the messages can also vary
