Spotchu - Revision history

Admin: /* Setup the Admin emails for the accounting To Dos */

2017-02-02T15:20:52Z

‎Setup the Admin emails for the accounting To Dos

Admin: /* Mark an Item as Verified and Secured */

2017-02-01T16:38:10Z

‎Mark an Item as Verified and Secured

Admin: /* HowTo */

2017-02-01T16:37:28Z

‎HowTo

Admin: /* Terms */

2017-01-19T18:16:26Z

‎Terms

Admin: /* HowTo */

2017-01-19T18:05:49Z

‎HowTo

Admin: /* Terms */

2016-09-26T17:41:31Z

‎Terms

Admin at 17:56, 4 August 2016

2016-08-04T17:56:01Z

Admin at 15:12, 21 July 2016

2016-07-21T15:12:32Z

Admin: Created page with "==Terms== ; Production Server : ; Staging Server : http://spotchu2.sitefpo.com/ ==Roles== See Roles for the built-in Contensive Roles. ==HowTo== ===Update the percent..."

2016-07-21T15:11:02Z

Created page with "==Terms== ; Production Server : ; Staging Server : http://spotchu2.sitefpo.com/ ==Roles== See Roles for the built-in Contensive Roles. ==HowTo== ===Update the percent..."

New page

==Terms==
; Production Server :
; Staging Server : http://spotchu2.sitefpo.com/

==Roles==
See [[Roles]] for the built-in Contensive Roles.

==HowTo==

===Update the percent charged for collateral insurance===
* Login and click ADMIN, MANAGE ADD-ONS, BEES DATA MODEL and LENDERBEES SYSTEM SETTINGS.
* In the field "Insurance value percent from Stated Value", type in the number for the percent you want to charge for collateral insurance. For example, if you want to charge 10% of the stated collateral value as insurance, you would type 10 in the box. Click OK to save changes.

==Reference==

@@ Line 28: / Line 28: @@
 **Login and click ADMIN, MANAGE EMAIL, SYSTEM EMAIL.
 **Find the email you want to edit, click on the paper/pencil icon to open it and click on the SEND TO GROUPS tab.
-**Select the group you want to receive the email and click OK to save changes.
+**Select the group "Accounting Admins" and click OK to save changes.
 ===Mark an Item as Verified and Secured===

@@ Line 32: / Line 32: @@
 ===Mark an Item as Verified and Secured===
-*Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL, Collateral.
+*Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL, COLLATERAL.
 *Find the item of interest and click the paper/pencil icon next to it.
 *Click on the COLLATERAL tab.

@@ Line 30: / Line 30: @@
 **Select the group you want to receive the email and click OK to save changes.
-*To set up users to be in the group you selected:
+===Mark an Item as Verified and Secured===
-**Login and click ADMIN, MANAGE USERS, PEOPLE.
-**Find the person you want to be in the group, click on the paper/pencil icon to open the user record and click on the GROUPS tab.
+*Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL, Collateral.
-**Select the group that you setup in the Admin email and click OK to save the record.
+*Find the item of interest and click the paper/pencil icon next to it.
 ==Reference==

@@ Line 1: / Line 1: @@
 ==Terms==
-; Production Server : http://spotchu.com/
+; Production Server : https://app.spotchu.com/
-; Staging Server : http://spotchu2.sitefpo.com/
+; Staging Server : http://staging-spotchu.sitefpo.com/
 ==Roles==

@@ Line 17: / Line 17: @@
 *Click ADD to add a new category or click the paper/pencil icon next to a category to edit it.
 *Put the category name in the Name field and click OK to save changes.
 ==Reference==

@@ Line 11: / Line 11: @@
 * Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL and SPOTCHU SYSTEM SETTINGS.
 * In the field "Insurance value percent from Stated Value", type in the number for the percent you want to charge for collateral insurance. For example, if you want to charge 10% of the stated collateral value as insurance, you would type 10 in the box. Click OK to save changes.
 ==Reference==