Header

a user that is logged in to the hyper portal can access the main functions of the system using the top section of a website header contains the following sections 'crm', 'leasing', 'templates', 'workflows', 'cms', 'hyper bi', updates, notifications and user dropdown menu the ' crm ' section is a drop down menu through which the user has access to the pages 'organizations', 'contacts', 'groups' on the ' https //docs hyperportal org/organizations and contacts ' page, the user can see a list of existing organizations, add a new one by filling out a form with the required data and set certain settings for that entity on the ' https //docs hyperportal org/organizations and contacts ' page, you can access and export contacts, add a new contact, search and view a list of existing contacts the ' https //docs hyperportal org/groups ' page gives access to the group manager where you can see details, members, and the hierarchical relationships of groups through the top menu item ' leasing ' the user navigates to the pages 'calculator', 'contacts', 'settings' information about cash in and cash out is available on the ' calculator ' page, as well as the option to add contracts on the ' contracts ' page, you can see a list of available contracts, the option to add a new contract, and search the list of existing contracts on the ' settings ' page, there is a table with information about the latest updates ' templates ' drоpdоwn menu includes 'emails', 'dоcuments' and 'fоrms' menu items оn the ' https //docs hyperportal org/emails ' page users can create email templates and see the list оf existing templates ' dоcuments ' here you can manage your documents templates on the ' https //docs hyperportal org/forms ' page you can manage and edit forms that can be sent to the customers ' workflows ' menu includes 'your dashboard', 'processes', 'tasks' on the ' https //docs hyperportal org/dashboard ' page you can manage tasks, as well as general information about the processes, and start the process in ' https //docs hyperportal org/processes ' you can start all processes at once and view a list of all tasks and processes on ' https //docs hyperportal org/tasks ' the user can view all tasks that were started previously the https //docs hyperportal org/cms (content management system) allows to manage entities, typically business objects (e g, vehicles, assets, contracts), that are completely customizable there are two options on the ' hyperbi ' page the first is 'embedded bi' it can be set by the consultant the 'integrated bi' can be configured in hyperportal you can learn more about it https //app archbee io/docs/ffeactz47 cw3ctxvllbm/yb1umxgaxru5ugaduwu9s by clicking on the ' updates ' icon, the user will see recent updates from hyperportal by clicking on the ' notification ' icon, the user will see recent mentions mentions can be left under any entity item or process in the 'comments' section in the ' user dropdown menu ' the user has access to the pages 'admin', 'language', https //docs hyperportal org/settings , https //hyperportal help/#/ , this option contains helpful articles on hyperportal https //app minimaps io/map/hyperportal 1596193440105x598369077200683000 lоg оut