Admin Module Guide
This guide is intended for CMO Compliance Superusers and Site Administrators and contains settings for every module in the application, including program set-up settings which control the server settings CMO uses to run properly.
Welcome to the Administrator Module help guide!
The changes made through this section affect all users and thus should be carefully considered and controlled according to your organization’s internal needs and policies.
- Action Management Process
- Here's everything you need to learn about Action Management Process.
- Custom Fields
- This page details how to create custom fields, how to assign the field to a module, and defines each individual field.
- Managing Forms
- Create and manage Forms, configure leading sections and responses, and sync Forms between Web and Mobile.
- Org Units
- Create and manage Org Units in CMO Compliance.
- Roles
- This guide details how to create new roles, how to edit pre-existing roles, and how to assign role permissions.
- User Groups
- Create new user groups, edit user group assignments, and assign users to a group in CMO.