Guide ยท Admin panel
Running the admin panel
Add a user, build a role out of per resource permissions, onboard a client end to end, and wire the outside systems that put work on the record.
People and roles
- Adding a user
- Onboarding a client end to end
- The roles that ship with Certainty
- Creating a custom role
- Previewing, editing and deleting roles
Organisations and projects
- Creating an organisation and its members
- Creating a project and its members
- Deciding project access requests
Integrations and records
Next
Walk it with someone who built it
Thirty minutes on a call, these screens on your own workflow, and a straight answer about whether it fits.
partnerships@dhcertainty.com