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User Templates

System Administration Access Rights

User Templates allow you predefine newly created User's settings. Change in User template does no...

Updated 4 years ago by Jan Safka

System Registers

System Administration User Interface

System registers is a feature available to developers to save System / Organization / Profile or ...

Updated 4 years ago by Jan Safka

User Profiles

System Administration Access Rights

User Profiles set Atollon user interface to default state, in which it reflect needs of user's or...

Updated 4 years ago by Jan Safka

Configure Application Forms

System Administration User Interface

Form Settings tool allows you to configure what fields are used (visible) on New contact form(s),...

Updated 4 years ago by Jan Safka

Applications and Toolbar Settings

System Administration User Interface

Atollon allows you to set-up what applications users will see in the Application Launcher & w...

Updated 4 years ago by Jan Safka

Invoice Access Rights

System Administration Access Rights

Each Invoice has it's own ACL (information about who can access the record). That means, each ind...

Updated 4 years ago by Jan Safka

Implementation of Access Rights Best Practices

System Administration Access Rights

Template implementations have some of the access rights preconfigured. Any other access rights ma...

Updated 4 years ago by Jan Safka

Removing Users Accounts

System Administration Access Rights

Temporary block user account 1. Options & Tools -> Users -> double click user -> se...

Updated 4 years ago by Jan Safka

Events Access Rights

System Administration Access Rights

General Tasks, Events and Time Sheet records have rights calculated by combination of rights to ...

Updated 4 years ago by Jan Safka

General

System Administration Access Rights

Atollon Directory Access Rights in Atollon server are based on tree-hierarchical structure. See ...

Updated 4 years ago by Jan Safka

Tracking Categories

Atollon Finance Settings

Tracking Categories are used as controlling variables through-out the whole system, where your or...

Updated 4 years ago by Jan Safka

Workflow Filters

System Administration Workflow

Workflow Filters are used to set-up conditions under which Workflow is executed. One of the metho...

Updated 4 years ago by Jan Safka

Workflow Actions

System Administration Workflow

Workflow Action is main building block of Workflow module, which is part of Atollon Professional ...

Updated 4 years ago by Jan Safka

Set-Up Mailbox

System Administration Mails

The following guide will show you how to add or edit Atollon Mailbox. Open Mailbox Settings ...

Updated 4 years ago by Jan Safka

Contact Groups

Atollon Core Contacts

Add Group Category Group Category is container for storing several contacts (distribution) group...

Updated 4 years ago by Jan Safka

Mass Mail

Atollon Sales & Marketing

Atollon provides you with personalised mass mail feature. Don't ever send unpersonal mass mail. ...

Updated 4 years ago by Jan Safka

Adobe Air error message - macOSX Catalina

System Administration Atollon Desktop Client

Some of our customers running Atollon using Adobe Air on Mac OS X Catalina have experienced the f...

Updated 4 years ago by Jan Safka

Set-up Dashboard

Atollon Core Dashboard

How to Add/Remove Dashboard Widgets? It is quite easy! Follow this manual: After you click o...

Updated 4 years ago by Jan Safka

Welcome Widget

Atollon Core Dashboard

Create intranet for your employees in minutes. Atollon Lagoon Welcome widget helps you help your ...

Updated 4 years ago by Jan Safka

Set-up auto-response

Atollon Core Communication

Do you want to send your partners information that you are not available now? Go to Options &amp...

Updated 4 years ago by Jan Safka