Curriculum
Course: System Admin - Setup
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Curriculum

System Admin - Setup

Overview

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Lesson - Public Holidays

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Lesson - Notes Templates

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Lesson - Conditions

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Lesson - User and Permissions

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Video lesson

User Codes

In this lesson, you will learn how to create, manage, and track User Codes in TEAMS, which allow you to customise drop-down menus based on your specific needs. The User Code Welcome Screen provides an overview of all existing codes and offers functionality such as searching by Code Type, editing, or deleting codes directly from the grid.

You will explore how to add new User Codes by selecting the +User Code button, where you can enter essential details such as code, user code name, and contact name. The lesson will guide you through the two tabs on the User Code Entry Screen:

  • Details Tab: Enter code details, user code name, and contact information.
  • Address Tab: Input address details, mobile number, and email address. You can use the Copy Address checkbox to automatically copy the local address to the mailing address fields.

you will be proficient in managing User Codes to enhance system customisation and ensure accurate contact information.

IMPORTANT: At the end of this lesson, you will be proficient in managing User Codes to enhance system customisation and ensure accurate contact information and you will then need to complete the quiz for it before moving on to the next lesson.