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Showing articles from Roles tag

Policy Roles - Inactivate a Role

If you no longer wish to use a Role you can make it Inactive.  (See the article, Roles, for how to set them up). * First, in admin, go to Nude Setup and Roles. * Select the role that you wish to make Inactive, for our example, lets pick Accountant. * When you select the Actions Icon (3 dots), the sub menu prese…

How to quote in thru

How to quote in thru 1. Start in the thru module. The thru module can be accessed by the module wheel or through a customers profile in bond. Check if you are logged in by clicking the user icon in the top right corner. If you are not logged in, log in now.  Here is an example with the user being logged in: …

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