Settings Workspace Overview

Overview

This is a walk-through introduction of the Settings Workspace in the CIMcloud platform Worker Portal.

Video Overview

Major Areas of the Settings Workspace

The following is a screenshot of the navigation in the Settings Workspace.

The following major areas are included in the base Settings Workspace:

  • Settings Workspace Home
  • Customer Site Settings
  • Data Imports/Exports
  • Geo Locations
  • Ordering
  • Payment Processing
  • Renumbering
  • Resources
  • Search
  • Shipping
  • System Emails
  • System-Wide Settings
  • Taxes
  • User Profiling
  • Workers

Note: Some optional add-on bundles add additional navigation links and/or sections in the Settings Workspace.

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