Still to be confirmed
The draft left these items blank or marked TBD. They need an answer from the product team before this guide is final.
| Area | What is missing |
|---|---|
| Passwords | How a signed-in person changes their own password. Whether password reset now works (Login Security has a Reset Tokens tab) and if so, the steps for Part 1 |
| Sessions | What happens when a session expires |
| Guide links | Links to the guides for System, Sales, Product, Purchase, Logistics & Warehouse, Dynamics, Reports, Generic Functionality, Finance and Regulatory |
| Roles | What screen follows a save and when permission changes reach assigned people |
| Roles | Rules for role names, dependencies between permissions, what Role Preview shows, what happens when deleting a role that people still hold and limits on the Root or system role |
| Locations | Error messages, what appears after saving and screenshots of edit and history |
| Locations | What deactivating shows and exactly where the Activate control appears for an inactive location |
| Shifts | Error messages, how to build an all-hours shift, what happens when From and To are equal and how daylight saving is handled |
| Shifts | Steps, results and effects on assigned people for editing, viewing history and deactivating; and how to reactivate an inactive shift |
| People | What happens when a person is deleted and what changes when active status is switched |
| Other System Settings screens | Step-by-step instructions and results for adding or changing a company setting, making assignments, the Login Security tabs and Access Matrix, what Update Hash Key changes for the customer, how the Error Log cleanup retention is chosen and adding or editing countries and currencies |