Vicente Fernandez

The Communications section is your central hub for creating, viewing, and managing all posts on the platform.✅ Before you StartEnsure you are logged into the platform with the Admin role and have a...

The Public Processes section is a central hub for creating, managing, and standardizing the step-by-step processes your platform users follow.✅ Before you StartApplies to: Admins and Organization A...

Your guide to organizing connections.👥 The Contact Management SectionThe Contact Management section gives you full control of your workspace’s contact data. You can create, edit, view, and delete i...

As an admin, you control the content in Document Management: you upload files and folders, organize them, and manage who can find them.✅ Before you StartApplies to: Admins and Organization AdminsAd...

Welcome to the Stores section. Here, you can manage everything from creating new stores to viewing and modifying existing ones.✅ Before you StartApplies to: Admins and Organization AdminsAdmins: lo...

Franly offers two primary methods for users to access their accounts. As an Admin or Organization Admin, this helps you understand how the people you manage sign in.🔐 1. Single Sign-On (SSO) / SAML...

Here you can create and manage Internal and External contacts.✅ Before you StartApplies to: Admins and Organization AdminsAdmins: log in with the Admin role and open the Admin space.Organization Ad...

As an admin, you can customize your platform's Dashboard by choosing which documents and folders are featured. This lets you prioritize the most important information for your team.✅ Before you Sta...

In this section, we will provide a comprehensive guide on the various functionalities related to user management within the platform.✅ Before you StartApplies to: Admins and Organization AdminsAdmi...

This section lets you view aggregated data on public processes and detailed progress for individual users.✅ Before you StartApplies to: Admins and Organization AdminsAdmins: log in with the Admin r...