How to Activate Glamox Online Features (Admin only)
Administrator users can add or remove specific "modules" to customize the accounts access within the portal, creating a tailored experience based on each account|s needs. The available modules include:
Project Feature: A module where users can create and manage projects. (Link to Project documentation)
Site/Object Feature: A view that gathers all orders related to a specific site or object, allowing users to monitor and manage orders in one place easily. (Link to Site/Object documentation)
Wholesaler Feature: Provides the capability to manage billing through a wholesaler, streamlining financial processes for relevant orders. (Link to Wholesaler documentation)
These features ensure a customized solution where users only access the modules relevant to their roles, promoting efficiency and clarity within myGlamox.
How to activate modules
The features are currently managed by Salesforce administrators on account level.
Navigate to the Account profile
Click on the edit icon, and navigate to the Glamox Online Features boxes to choose preferred feature settings.
Select the module(s) you wish to activate for your account and click the blue "Save" button. Please note that new modules may have been introduced since this video was created, so the module you need may be available even if it is not shown in the tutorial.
Salesforce and Portal view
Projects and Sites modules are activated in Salesforce
Sites and Projects are visable in the myGlamox Portal