Cultivera Pro - Configuration
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.
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.
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.
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…
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.
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.
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…