Mindmatrix allows you to create organizations and assign roles to
users with respect to their designation.
To set up an Organization in Mindmatrix, follow the steps mentioned
below:
* Go to the "SETUP" icon situated on the left side of the page,
whi...
OVERVIEW
THE MOST SIGNIFICANT PART OF THIS SECTION IS THAT IT ALLOWS YOU TO
CREATE, DELETE AND MANAGE USERS AND ROLES FOR THE ORGANIZATIONS
(DEPENDING ON THE ROLE). IT ALSO SUPPORTS IN VIEWING A TOTAL
NUMBER OF ORGANIZATIONS IN A FOLDER AND PROVIDES THE ...
Channel Managers can now assign filters to organizations to help them
better organize their channel partners by expertise, location and
industry. As of August 2016, his feature will support the upcoming
Channel Locator.
1. To set filters for your Channe...
Customizing the welcome page is a great way to personalize the
experience your users see the first time they log into Mindmatrix.
View the attached article to learn more.
Assigning MDFs to Organizations
FEATURE:
This enhancement allows users to assign MDFs to multiple
Organizations/Organization Groups.
WHO WILL BE USING THIS?
This enhancement will be used by Users who have permission to create
MDF Fund Plan.
BENEF...
FEATURE:
This feature allows the User to lock the "Planning" tab of
Organizations once the revenue targets are set for the period. The
User can unlock it for next period time or for adjustments.
WHO WILL BE USING THIS?
This feature will be used by S...
FEATURE:
This enhancement is to assign the MDF to Organization Groups helpful
for Enterprises like Datto which have 400+ Organizations to assign to
large number.
WHO WILL BE USING THIS?
This enhancement will be used by the Users who have permission ...
To create an Organization group under a Company, please goto Setup >
User Management > Organization Group.
Click Create Button
Fill the details, Info, and Description and click "Next"
Click on "Not Added" folder and Add the Organizations which belong...
