Case Creation
Open Discovery
Duration: 20 Minutes

In this course, you will learn how to create a managing client, and a case. You'll also learn the System Manager and how to create users and groups, set permissions, and create security templates.

You will have 60 days to complete this course (60 days from the enrollment date).

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Outline

    1. Case Creation (Create a Managing Client, Client and Case)

    2. Modifying or Deleting a Manager Client, Client or a Case

    1. Overview of Users

    2. Creating a New User

    3. Modifying or Deleting a User

    1. Overview of Groups

    2. Creating New Groups

    3. Modifying or Deleting a Group

    1. Permissions - Overview of Permissions

    2. Security Templates Overview

    3. Creating New Security Templates

    4. Modifying or Deleting a Security Template

    1. Knowledge Check

About this course

  • Free
  • 13 lessons