Administration and Setup
Articles to assist with the configuration and administration of SourceRadar.
- Teams
- Navigating to Teams
- Creating a Team
- Adding a Team Member
- Goals
- Navigating to Goals
- Setting a Team Goal
- Request Intake Fields
- Navigating to Request Intake Fields
- Making Request Intake Fields Visible/Invisible
- Editing Request Intake Fields
- Custom Sections and Fields
- Navigating to Custom Sections and Fields
- Creating a Custom Section
- Editing a Custom Section
- Deleting a Custom Section
- Adding a Field to a Custom Section
- Editing a Field from a Custom Section
- Deleting a Field from a Custom Section
- Rules Builder
- Navigating to Rules Builder
- Adding a Rule
- Editing a Rule
- Deleting a Rule