1. Providing Academy access to Empower users, so that they can take Empower Courses:
Authenticated administrators in Empower can grant access to the Elecate Academy for an account user by navigating to the User Information window, enabling the Switch Toggle, and assigning a role.
1. At the top of the screen, on the right side you will see the Gear Icon
2. Click on the Gear Icon
3. Look for Users Management
2. Seeing the Last Actions modal window in the Prospect and Event Sections:
Customer
• A clearly labeled button is available on CRM tab in the prospect
• Clicking the trigger opens the Last Actions modal window without refreshing the page.
Event
• A clearly labeled button is available on CRM tab in the event
• Clicking the trigger opens the Last Actions modal window without refreshing the page.
After:
Before:
Lead/Prospect:
Before:
After:
3. Wanting a better validation to when adding Mobile Access from the management window:
By adding Mobile Access from the management window. It now verifies that the
phone number is valid and that the user has the necessary permissions before enabling access.
Case 1:
Case 2:
4. Wanting the event editor's header to be updated automatically whenever there are changes to the event:
The header of the event editor is automatically updated whenever there are
changes in the event.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
5. Creating the API Keys for the University of North Dakota Collective Client for Blazor:
-
API Key Generation:
- Generate unique API keys for the University of North Dakota Client.
- Ensure the API keys are securely stored and managed.
-
Integration with Blazor:
- Integrate the generated API keys into the Blazor application.
- Ensure the Blazor client uses the API keys to authenticate requests to the backend services.
-
Security:
- Implement measures to protect the API keys from unauthorized access.
- Ensure that the API keys are not exposed in the client-side code.
6. Configuring Account-Specific URL for University of North Dakota (UND) in production Environment:
It was added a pre-production environment URL to point to the account University of North Dakota (UND).
7. Creating the API Keys for the Founding Farmers Client for Blazor:
-
API Key Generation:
- Generate unique API keys for the Founding Farmers Client.
- Ensure the API keys are securely stored and managed.
-
Integration with Blazor:
- Integrate the generated API keys into the Blazor application.
- Ensure the Blazor client uses the API keys to authenticate requests to the backend services.
-
Security:
- Implement measures to protect the API keys from unauthorized access.
- Ensure that the API keys are not exposed in the client-side code.
8. Configuring the Account-Specific URL for Founding Farmers in production Environment:
It was added a pre-production environment URL to point to the account Founding Farmers.