Tools Dashboard

• A Quick Actions section providing hyperlinks that allow the administrator to:

  • Bulk Load. See:

    • Bulk Load Sheets
    • Bulk Loading a File
    • Bulk Load Limitations

  • Manage user interface themes at a selected organizational level:

    The themes dashboard provides cards to:

    • Enter Theme Details text
    • Choose theme colors and upload a logo and background colors.
    • Click Preview to see the theme changes.
    • Click Save to save the theme.