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Onboarding

4

Getting started
Book a demonstration
Request free access
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Registration

5

Create your account
Configure your account
Activate Your Free Trial
Use a promotional code
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Administration server

42

Revoke a user's role (in the 'Users' section)
Assign or change a user's role
Create an API key
Add a private MCP
Integrations – Introduction
Delete a role
Edit a role
Add a role
Role Management – Introduction
Administration server dashboard
Connections - Introduction
Get an overview of my company's connections
Connect to another company
Connect to users from other companies
Approve or reject connection invitations
Disconnect from a company or a user
Get details on the companies and users I am connected to
User management - Introduction
Create a new user
Differences between profiles
Delete a user from my company
Restore a deleted user
Assign licenses to users ('Users' section)
Revoke user licenses ('Users' section)
Solutions and Licenses - Introduction
Get an overview of the licenses purchased by my company
Get an overview of the solutions purchased by my company
Buy additional licenses
Assign licenses to users ('Licenses' section)
Revoke user licenses ('Licenses' section)
Billing - Introduction
View my company's billing history
Manage my subscription
Stop the automatic renewal of my subscription
Update my payment methods
Global configurations - Introduction
Edit 'Global Configurations' Items
Settings - Introduction
Make my company profile searchable
View or edit my company profile
View or edit my user profile (Company administrator)
Make my user profile searchable (Company administrator)

Processes common to all sharemundo links solutions

119

Products and Services – Introduction
I want to link a project to my opportunity
I want to link an action item to my opportunity
I want to link a structure to my opportunity
Edit a contact (user or company)
Linking a Structure to an Event
Link an observation to an event
I want to link a structure
I want to link an opportunity
View a document's history
Share a document in the chat
Company Actions – "Time" View
Share an action in the chat
Remove an internal job posting
Edit an internal posting
Add an internal listing
Company management module - Introduction
Company dashboard - sharemundo links® "Core"
Company dashboard - sharemundo links® "Enterprise"
How do I navigate in my sharemundo links® solution?
Update my company profile
Update my user profile
Make my user profile visible
Reorganize widgets on the dashboard
Add widgets to the dashboard
Remove widgets from the dashboard
Corporate actions - Introduction
Company actions - List view
Company action items - Table view
Company action items - Calendar view
Create a new company action item
View action item details
Modify an action item (assigned person)
Modify an action item (person who assigned the action)
Create a subtask for an action item
View subtask details
Modify a subtask
Duplicate an action item
Delete an action item
Corporate chat - Introduction
Join a discussion with all my colleagues
Have a private conversation with a colleague
Enterprise document management - Introduction
Documents - 'Folders' view
Documents - List view
Get an overview of my company's documents
Create a new folder
Create a subfolder
Rename an existing folder
Delete a folder
Upload a document to sharemundo links®.
View a document
Edit document metadata
Download a document
Send a document
Delete a document
Link documents - Introduction
Link documents - documents already loaded in sharemundo links®.
Link documents - documents' upload
Remove linked documents
My Requests – Introduction
Get an overview of my employees' timesheets
Get an overview of my timesheets
Enter my hours (company)
Modify a timesheet
Delete a timesheet
Approve or reject a timesheet
Export timesheets or expense reports
Record expenses - Introduction
Get an overview of my employees' expense reports
Get an overview of my expense reports
Record an expense claim (company)
Record an expense claim (project)
Modify an expense report
Delete an expense report
Approve or reject an expense claim
Finance – Introduction
Get an overview of my company's invoices
Create a new invoice (company)
Create a new invoice (project)
Editing an invoice
Edit invoice status
Download an invoice
Send an invoice
Delete an invoice
Resources - Introduction
Get an overview of my employees' absences
Get an overview of my absence requests
Request an absence
Cancel an absence request
Get an overview of absence requests awaiting approval
Approve or reject an absence request
Enter a new observation about one of my collaborators
Get an overview of how my resources are used
Edit my employees' HR data
Contact management - Introduction
Create a new company in my contacts
Create a new user in my contacts
Add a user to my contacts
Add a company to my contacts
Send a sharemundo links® connection request
Remove a user (or a company) from my contacts
Restore a deleted contact (or company)
Opportunities and Offers - Introduction
Get an overview of my company's opportunities and offers
Register a new opportunity
Converting an opportunity into an offer
Edit an opportunity or an offer
Close an opportunity or an offer
Delete an opportunity or an offer
Company calendar - Introduction
Add a new event to my company calendar
View calendar event details
Modify a calendar event
Delete a calendar event
Synchronize my Outlook calendar with my company calendar
Configurations (Enterprise) - Introduction
Modify my company's configurations
Synchronize configurations with global configurations

Processes specific to sharemundo links "Enterprise" solutions

58

Je veux lier un bon de commande à mon jalon
I want to share a milestone in the chat
I want to duplicate a milestone
I want to link a structure to a project phase
I want to share a document in the chat
Project management module - Introduction
Project dashboard - Introduction
Access and/or navigate between projects
Create a new project
Modify an existing project
Modify project status
Add people to my project team (existing sharemundo links® connection)
Add people to my project team ("external" people)
Opportunities and Offers - Introduction
Convert an offer into a project
Project actions - Introduction
Create a new project action
Project chat - Introduction
Participate in a discussion with the entire project team
Project document management - Introduction
Get an overview of my project documents
My Requests – Introduction
Record expenses - Introduction
Record an expense claim (project)
Finance – Introduction
Create a new invoice (project)
Item evaluations - Introduction
Add a photo to the 'Element evaluation' module
Add a note in the 'Element evaluation' module
Add a sketch in the 'Element evaluation' module
Add an audio recording in the 'Element evaluation' module
Add a document in the 'Element evaluation' module
View an element / object ('Element evaluation' module)
Modify element/object properties ('Element evaluation' module)
Delete an element / object ('Element evaluation' module)
Managing Project Phases and Milestones – Introduction
Get an overview of project phases and their status
Get an overview of the project milestones
Add a project phase
View project phase details
Modify a project phase
Closing a project phase
Delete a project phase
Add a project milestone
Edit a project milestone
Close a Project Milestone
Delete a project level
Duplicating a project phase
Site reports - Introduction
Get an overview of all site reports (for a given project)
Add a site report
View a site report
Modify a site report
Delete a job report
Send a site report
Print a job report
(Project) Configuration - Introduction
Modify project configurations

Processes specific to sharemundo links "Energy Consultant Solution".

1

Financing - Introduction

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