Rate AI - Admin Features
Configure RateAI by exploring the Admin features
Records
- Creating Record Templates
- Creation Layout
- Log Activities Using Email
- Record Fields
- Record Layout
- Related Records
Company, User and Group settings
- Manage Users
- Updating Groups
- Role Based Access Control (RBAC)
- New User Teams Structure.
- Adding and updating users
- Company Settings
Manage Data in Winmore
Dashboards & Insights
- Dashboards
- Insights Overview
- Creating Record Insights
- Creating Workflow Insights
- Adding Specialty Date Filters to An Insight
- Editing an Insight