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Vividly Knowledge Base
Account Settings
Account Settings
Admin & Permissions
Permissions
Assign Customers to Users and Restrict Data Visibility
Configure Promotion Approval Limits and Ranges
Permissions: Overview
Create and Manage User Roles and Assigned Customers
Assign Role Permissions to Users
Promotions (Tags)
Manage Promotion Tags
Fund Types
Create a New Fund Type
Deductions & Revenue
Deductions & Revenue Settings: Overview
Forecast
Forecast Settings: Overview And Setup Guide
Forecast Averaged Weeks
Miscellaneous
Troubleshoot Login Issues
Automatically Close Promotions and Lines
