LifeLink Corporation Life Insurance Software WebTrack Help
 

Admin Menu

The Admin screen provides a way for Admins to manage their user profile as well as the Group's projects, members, and CC lists.

Components of the Admin Functions

USER PROFILE
The User Profile allows you to view and update your existing profile for WebTrack.

To update your user profile, type in the new information in the fields you want updated and then hit the "Update" button below.

PROJECTS

The Manage Projects screen allows you to Add, Edit, or Delete projects.

To Add a project, type in a new project you want and then hit the "Add Project" button.

To Edit an existing project, click on "Edit" next to the project you want to edit, and then click on "Update".

To Delete an existing project, click on "Delete" next to the project you want deleted. The project that is deleted will still show up in your list, but in grey with an option to "Undelete" just incase you ever wanted the project active again in the future.

MEMBERS
The Members screen allows you to view the current members of your group.
If there are specific Assignees other than the Default, hose will display as well in the Assignees List. This list corresponds to the "Assigned To" when viewing the Task List, Editing a Task, and Viewing a Task.

CC LISTS
The CC Lists screen allows you to Add a New CC List, or Edit and Delete Current ones.

To Add a new CC List, type in the List Name that you want created along with the Email Addresses that should be a part of this new CC List and then hit the "Add List" button.

To Edit a CC List, click on "Edit" next to the List Name you want to Edit, when you're done making your changes click on "Update" next to the List Name to save your changes.

To Delete a CC List, just click on "Delete" next to the List Name you wish to delete.

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