Deal Task & Approval Management

Deal Task & Approval Management

Learn how to easily setup and manage your organization's Deal Task & Approval settings.

About this course

For owner accounts, Account Admin users are crucial to their organization's ongoing success on VTS. From inviting and managing users on their organization's assets, to configuring and maintaining integration and data sharing options, there are a host of tools available to Account Admins to ensure their organization remains setup for success.

Some of these features are available to User Admin users as well - this course is designed for Account Admins and anyone who wants to learn more about what tools are available to clients to manage their own organization's VTS account "behind the scenes."

 

What you'll learn:

  • The responsibilities of Account Admins.
  • How access and permissioning works across VTS.
  • How to add, remove and edit users' access within VTS.
  • How to add or remove assets on behalf of your organization's account.

 

Expectations:

  • Watch several short videos.
  • Complete 5 short, interactive scenarios.

 

Who should take this course?

  • Account Admins
  • Anyone interested in learning more about these "Account Administration" tools. You could become the next Account Admin for your organization!

Curriculum6 min

  • VTS3: Manage your organization's Task & Approval Settings
  • Tasks & Approvals Administration 6 min

    Tooltip description

  • Recap: Create and manage tasks and approvals
  • Recap: Property Groups
  • Try for yourself: Create a Property Group
  • Recap: Managing Task Settings
  • Try for yourself: Create tasks for your Property Group
  • Recap: Managing Approval Settings
  • Try for yourself: Create approvals for your Property Group

About this course

For owner accounts, Account Admin users are crucial to their organization's ongoing success on VTS. From inviting and managing users on their organization's assets, to configuring and maintaining integration and data sharing options, there are a host of tools available to Account Admins to ensure their organization remains setup for success.

Some of these features are available to User Admin users as well - this course is designed for Account Admins and anyone who wants to learn more about what tools are available to clients to manage their own organization's VTS account "behind the scenes."

 

What you'll learn:

  • The responsibilities of Account Admins.
  • How access and permissioning works across VTS.
  • How to add, remove and edit users' access within VTS.
  • How to add or remove assets on behalf of your organization's account.

 

Expectations:

  • Watch several short videos.
  • Complete 5 short, interactive scenarios.

 

Who should take this course?

  • Account Admins
  • Anyone interested in learning more about these "Account Administration" tools. You could become the next Account Admin for your organization!

Curriculum6 min

  • VTS3: Manage your organization's Task & Approval Settings
  • Tasks & Approvals Administration 6 min

    Tooltip description

  • Recap: Create and manage tasks and approvals
  • Recap: Property Groups
  • Try for yourself: Create a Property Group
  • Recap: Managing Task Settings
  • Try for yourself: Create tasks for your Property Group
  • Recap: Managing Approval Settings
  • Try for yourself: Create approvals for your Property Group