Vicente Fernandez

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...

Here you can manage your company contacts.✅ Before you StartApplies to: Admins and Organization Admins Admins: log in with the Admin role and open the Admin space. Organization Admins: log in wit...

While Featured Documents make content visible to all users on the platform, Vaults let you control access based on user roles. You create a vault, select the roles that should have access, and ever...

In this section, we will explore the critical aspects of role management within the platform, focusing on how to create new roles, assign permissions, and effectively filter roles to streamline use...

This article explains how to review, approve and reject requests from people who want access to your organization.✅ Before you StartApplies to: Admins and Organization AdminsAdmins: log in with the...