This is a previously recorded webinar that discusses a general overview of the Administration section. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Users may also download the Administration Overview workbook PDF attached to this article.

Topics covered:

• Introduction
• Organizations
• Offices
• User Access
  • Related KB: Creating User Accounts
  • Related KB: Disabling User Accounts
  • Related KB: Setting up User Accounts with general inbox email addresses
• Job Roles & Task Lists
• Reference Menus
  • Related KB: Adding Document Sort Codes (Doc Storage)
• Reference - Cost and Loan Types
  • Related KB: Creating Project Costs
  • Related KB: Setting up new Loan Types
• Reference - Date & Note Types, etc
  • Related KB: Creating Project Types (Purpose)
  • Related KB: Mapping Referral Types for ETRAN & Form 159
  • Related KB: Setting up custom Sub Statuses
• Reference - Risk Rating Templates
• Reference - Text Snippets
  • Related KB: Creating Text Snippets
• History & System Log

Viewing Tips:

• Use the Table of Contents option to quickly jump to a chapter of the webinar. Click this icon to make the Table of Contents appear or disappear.
  
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