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Reference

Overview

Facts you look things up in — words, and who is allowed to see what. Not for reading start to finish.

Screen

No screen.

Main Features

What Is Here

Page What it covers
Glossary Every term used across this manual, in plain words
Permissions and Access Who sees which menu, and what to do when a screen is missing

Fields

Not applicable.

Status

Not applicable.

Notes

  • Reference is for looking things up. If you want to do a task, go to Workflows or Processes instead.
  • A term missing from the glossary is a gap we should fix. Tell us.