Select your Profile
As an administrator, your role is to manage the settings of the enterprise and make sure that the members of your organization can perform their work properly. You can create members, define their role, change the style of the enterprise and manage the security features. You have access to all the sections, but most of your activity takes place in the section .
As a template author, your role is to create templates. You are involved in their creation, their edition and their publication. Most of your activity takes place in the section .
As a planner, your role is to assign tasks to members. You can define which template you assign, which members will execute the task and what is the due date, according to the needs of your organization. Most of your activity takes place in the section .
As a field employee, your role is to perform the tasks that are assigned to you by the planner. You can pick up a task, run it, reassign it to another member and seal it. Most of your activity takes place on the application, with the as your starting point.
As a documentation screener, your role is to manage the OEM documentation, perform the screening process and make sure that templates are updated with the latest version of OEM documentation. Most of your activity takes place in the section .