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How to Add Users in Gridlex App Suite?
This guide provides instructions on how to add users to the Gridlex System, allowing them access to various applications and functionalities within the system. 00:00: This guide provides instructions on how to add users to the Gridlex system. 00:05: Click on the "Add Users" button. 00:08: Click on the "First Name" field. 00:11: Enter the first name of the user. 00:14: Click on the "Last Name" field. 00:17: Enter the last name of the user you wish to add to the system. 00:21: Click on the username. Provide either the work email of the user or the name of the user. If you choose to enter the name, kindly ensure that you also enter the work email in the designated "Work Email Field" mentioned below. 00:35: Please check this box if you want to assign this specific user to this unit. 00:40: Click on the "Add" button once you are certain about the unit to which the user should be mapped. 00:45: To remove a specific user, navigate to the "Users" tab and click on the "Make Inactive" button. 00:51: This guide covered the process of adding users to our Gridlex system. 00:00: This guide provides instructions on how to add users to the Gridlex system. 00:05: Click on the "Add Users" button. 00:08: Click on the "First Name" field. 00:11: Enter the first name of the user. 00:14: Click on the "Last Name" field. 00:17: Enter the last name of the user you wish to add to the system. 00:21: Click on the username. Provide either the work email of the user or the name of the user. If you choose to enter the name, kindly ensure that you also enter the work email in the designated "Work Email Field" mentioned below. 00:35: Please check this box if you want to assign this specific user to this unit. 00:40: Click on the "Add" button once you are certain about the unit to which the user should be mapped. 00:45: To remove a specific user, navigate to the "Users" tab and click on the "Make Inactive" button. 00:51: This guide covered the process of adding users to our Gridlex system. Step 1: Log in to Gridlex and click on the “Add Users” tab located under the Enterprise Admin section. Step 2: After clicking on the "Add Users" tab, you will be directed to a page where you can add user details. Enter the First and Last name of the user you want to add to the system. Then, you have two options to identify the user: either enter their work email or their name. Note: If you choose to enter the user's name, ensure that you also provide their work email in the designated "Work Email Field" provided below the name. Step 3: Carefully consider whether the user should be granted Super Admin access. If you wish to make the user a Super Admin and give them access to all applications without any restrictions, check the appropriate box provided on the page. Note: Super Admin access provides extensive privileges, so exercise caution before designating a user as a Super Admin. Step 4: Select the appropriate unit for the user by checking the corresponding box on the page. This step is mandatory as users must be assigned to specific units to access the system unless they are given Super Admin privileges. Once you've selected the unit, click on the "Add" button to proceed. Step 5: Congratulations! You have successfully added a new user to the Gridlex System. The user will now have access to the specified applications and units based on the permissions and Super Admin status assigned during the process. How to Delete a User? Navigate to the "Users" tab in the dashboard. Locate the user you want to remove and click on the "Make Inactive" button next to their name. Once a user is made inactive, they will no longer have access to the system. Note: Deleted users cannot be retrieved, so exercise caution when using this option. Even though we can activate the users from our end, all the configurations associated with the users cannot be recovered. If you need further assistance or support, reach out to apps@gridlex.com or raise a ticket here. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 6:44 a.m.
How to Create Custom Fields in Gridlex App Suite?
This guide will walk you through the process of creating a custom field in Gridlex App Suite in master data management. Step 1: Log in to Gridlex App Suite and click on "Enterprise Admin Settings" located under the Enterprise Admin section. Step 2: After clicking on "Enterprise Admin Settings," you will be redirected to a new page. On this page, find and click on the "Fields" option to proceed. Step 3: Click on "Add/Edit Custom Field". Fill in the required details for your custom field, such as the field name, description, and select the field type (e.g., text, time, date, image, checkbox, etc.). Once you have entered the necessary information, click on the "Add" button to create the custom field. If you wish to add more fields at once, click on "Add Another Field" and repeat the process. Step 4: If you want to restrict the visibility of these custom fields to specific units or disable the ability to edit and delete the field's values, check the corresponding boxes next to the respective units. Step 5: To view the entire list of custom fields you have created, click on "View Custom Fields" on the same page. You have successfully created custom fields in Gridlex App Suite. Your custom fields will now be available for use in your application. If you encounter any difficulties or have any questions, feel free to reach out to Gridlex support at apps@gridlex.com.
Published | Aug. 23, 2023, 8:44 a.m.
How to Edit Unit Permissions in Gridlex App Suite?
Follow the below steps to edit unit permissions in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Enterprise Admin Settings" option under the Enterprise Admin tab. Step 2: From the left navigation bar, select “Units.” Step 3: Select the unit you want to add users for. Step 4: Click on the “MDM - Permissions” tab. Step 5: Add permissions for all the sections by checking the checkboxes. Once done, click “Save.” Note: By default, these permissions are enabled only for enterprise admins. So, be extremely cautious while giving these exclusive permissions to units. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:03 a.m.
How to Add Units in Gridlex App Suite?
Follow the below steps to add units in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Enterprise Admin Settings" option under the Enterprise Admin tab. Step 2: From the left navigation bar, select “Units.” Step 3: Click on “Add Unit” from the menu bar. Step 4: Choose the entity, unit type, and unit status from the dropdowns. Add the unit name, active status date, and description. Note: If you do not have any unit types, refer to this help doc to add unit types. Step 5: Scroll to the “Map Unit to Apps” section and select the checkboxes next to the apps you want the unit to access. Select the super admin checkbox only if you want the unit to have complete access to the app without any restrictions. Note: Super admin access provides extensive privileges, so exercise caution before giving this access. Step 6: Next, select the parent unit for the unit you are adding. In case the unit isn't part of any other unit, you can skip this step and click “Add.” Note: If you don’t select a parent unit for the unit you are adding, it will be automatically added as a parent unit. Your unit is created, and you can view it under the “Units” tab. You can edit the unit whenever needed by clicking on the unit and then clicking on “Edit Unit” tab. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:02 a.m.
How to Change and Reset Your Password in Gridlex App Suite?
How to change Your Password in Gridlex App Suite? Follow these steps to change your password on Gridlex App Suite. Step 1: Go to the Gridlex app suite login page and login to your Gridlex account with your current password. Step 2: Hover over your account name at the top right corner. You will see the 'Change Password' option. Click on it. Step 3: Now, enter your current password and the new password, and confirm it. Once you’re done, click on “Change Password.” Your password will be changed, and you can use the new password to log in. How to Reset Your Password in Gridlex App Suite? Follow these steps to reset your password on Gridlex App Suite. Step 1: Go to the Gridlex app suite login page and click “Forgot Password? Click here to reset your password.” Step 2: Enter your registered email address and click “Send Reset Password Link to My Email.” Note: If you don’t have an email address or can’t remember your email address, please contact your organization’s administrator. Step 3: Check your email inbox for a password reset link. Check your spam folders if you can’t find the email in your inbox. Step 4: Now open the email and click on the “Click Here” link. Step 5: You will be redirected to the password creation page. You can now create a new password. Enter the new password, confirm it, and click “Reset Password.” Step 6: Now login with the new password that you just created. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:07 a.m.
How to Map Users to Units in Gridlex App Suite?
Follow the below steps to map users to units in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Enterprise Admin Settings" option under the Enterprise Admin tab. Step 2: From the left navigation bar, select “Units.” Step 3: Select the unit you want to add users for. Step 4: Under the “Map Users” section, search for the user you want to map to the unit, select them and click “Add.” Step 5: Once you have added all the users, click “Map.” If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:04 a.m.
What are Standard Fields in Gridlex Zip?
Welcome to our tutorial on standard fields in Gridlex Zip. Like the backbone of any great system, Gridlex Zip comes with a set of predefined data fields, called 'standard fields'. These fields are crafted to capture crucial client data seamlessly, ensuring you maximize your relationship management capabilities. In this short guide, we'll delve into what these fields entail within Gridlex Zip. Viewing Standard Fields: Step 1: Log in to the Gridlex App Suite and click ‘Enterprise Admin Settings’ under the Enterprise Admin section. Step 2: Click ‘Fields’ under the Settings section. Step 3: You can view all the standard fields that exist in Gridlex Zip on this. You can also search by typing on the search bar on the top right. Standard Fields are used in modules such as Contract Templates, Ticket Templates, Contacts, Organizations etc. Please refer to the following guides: How to Add a New Contact in Gridlex Zip? How to Create a Contract Template in Gridlex Zip? How to Create a Ticket Template in Gridlex Zip? If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:07 a.m.
How to Create Custom Objects in Gridlex App Suite?
Step 1: Log in to your Gridlex App Suite account and click the ‘Enterprise Admin Settings’ option under the Enterprise Admin tab. Step 2: Click ‘objects’ under the Settings section. Step 3: Click ‘Add New Object.’ Step 4: Name the custom object and give it an optional description. Step 5: Select the entity with which you want to associate the custom object. Step 6: Right below the save button, you have to map which entities will have access to the custom object. Step 7: Click ‘Save’ once you have selected the entities. How to Manage Fields in the Custom Object? Step 8: Click on the custom object you just created. Step 9: Click ‘Manage Contract Details Fields’. Note: “Contract Details” here refers to the name of the custom object you created. Step 10: Select the custom fields you want to add to the custom object. Once you’re done, click ‘Save.’ Note: If you want to add custom fields, please refer to this guide: How to Create Custom Fields in Gridlex App Suite? How to Manage Custom Object Permissions? Step 11: Click ‘Manage Contract Details Permissions.’ Step 12: Select the units and the type of permissions you want to map. Click ‘Save’ once you’re done. How to Edit Custom Fields? Step 13: Click ‘Edit’ on the corresponding custom object in the List of Objects page. Step 14: Edit the details as required, and click ‘Save’ once you’re done. How to Arrange Custom Fields Order? Step 15: Click ‘Arrange Custom Fields Order’ on the List of Objects page. Step 16: Enter the order in which the custom fields appear. The numbers under the Order column represent the order in which they appear. Congratulations! You have now learned how to create a custom object in Gridlex App Suite. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:01 a.m.
How to Add Unit Types in Gridlex App Suite?
Follow the below steps to add unit types in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Enterprise Admin Settings" option under the Enterprise Admin tab. Step 2: From the left navigation bar, select “Units.” Step 3: Click on “Add Unit Type” from the menu bar. Step 4: Now, add the unit type name and description. The unit type ID is auto-generated and the enterprise is added by default. Once done, click “Add.” Your unit type is created and you can view it under “Unit Types” tab. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:03 a.m.