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Cultivera Pro - Configuration

PRO: Users - Create User Roles

Instructions for assigning Roles to new users in Cultivera Pro. User roles dictate an employee’s intended responsibilities and system access level, and can be defined in the Configuration menu.

Updated by Cultivera Team

PRO: Users - Adding Users and Changing Passwords

General Configuration: Creating User Profiles. You will need to create a unique user profile for each employee requiring access to Cultivera Pro.

Updated by Cultivera Team

PRO: Statuses - Working With Account Statuses

Configuring Client Statuses. Client Statuses are labels that can be assigned to the “ Workflow Status ” field in the Account Details area. These statuses are customizable and can be used to filter Accounts.

Updated by Cultivera Team

PRO: Routes - Adding And Assigning Routes

Adding And Assigning Routes. Routes are the names of courses your delivery drivers take to fulfill orders to your clients. They can be based on territories, days of the week, or however you’d like to…

Updated by Cultivera Team

PRO: Notifications - Working with Email Notifications

"Working With Email Notifications". The Notifications section of the Configuration module allows users to receive email alerts rather than internal system notifications.

Updated by Cultivera Team

PRO: Account Management - Assigning Accounts

PRO Configuration: Account Management. The Account Management page in the Configuration module is where you can manage the assignment of clients to your sales people.

Updated by Cultivera Team

PRO: Audit - "Using Audit Tab"

Using The Audit Tab To See Activity History. The Audit tab provides a history of activities that have occurred in your Cultivera PRO system. From logins to price adjustments, actions are tracked by the User…

Updated by Cultivera Team

PRO: Client Note Attributes - "Customizing Client Note Attributes (checkboxes)"

Customizing Client Note Attributes (check boxes). Client Note Attributes are checkable items used to classify a note when adding it to an account. Notes can be added from Sales > Accounts.

Updated by Cultivera Team

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