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SOLUTIONS by sharemundo

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Onboarding

4
  • Getting started
  • Book a demonstration
  • Request free access
  • Buy one of our solutions
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Registration

5
  • Create your account
  • Configure your account
  • Activate Your Free Trial
  • Use a promotional code
  • I cannot use my authentication application
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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)
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Processes common to all sharemundo links solutions

145
  • Convert an offer into a project
  • Je souhaite avoir un aperçu des coûts d’exploitation
  • Je souhaite avoir un aperçu de mes factures fournisseurs
  • Je souhaite avoir un aperçu de mes formations
  • Je souhaite avoir un aperçu de mon recrutement
  • Modify an existing project
  • Add people to my project team ("external" people)
  • Add people to my project team (existing sharemundo links® connection)
  • Modify project status
  • Create a new project
  • Supprimer un projet
  • Finance – Introduction
  • Télécharger un bon de commande sortant/avenant
  • Supprimer un bon de commande/avenant
  • Editer le statut d’un bon de commande
  • Editer un bon de commande
  • Créer un nouveau bon de commande sortant
  • Détacher un jalon de paiement d’un bon de commande
  • Lier un jalon de paiement à mon bon de commande
  • Détacher une structure d’un bon de commande
  • Lier une structure à un bon de commande
  • Créer un avenant
  • Créer un nouveau bon de commande entrant
  • Avoir un aperçu des bons de commandes et avenants de mon entreprise
  • Créer un nouvel avoir
  • Projets – Introduction
  • Créer un justificatif de la note de frais
  • Exporter le suivi de notes de frais
  • Télécharger un justificatif de la feuille de temps mensuelle
  • Voir un aperçu de mes feuilles de temps mensuelles
  • Supprimer une feuille de temps mensuelle
  • Générer la feuille de temps mensuelle
  • 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)
  • Link an observation to an event
  • 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
  • Voir un aperçu de mes relevés d’heures
  • Saisir mes heures
  • Modify a timesheet
  • Delete a timesheet
  • Approve or reject a timesheet
  • Exporter des relevés d’heures
  • Get an overview of my employees' expense reports
  • Get an overview of my expense reports
  • Enregistrer une note de frais
  • Modify an expense report
  • Delete an expense report
  • Approve or reject an expense claim
  • Avoir un aperçu des factures/avoirs de mon entreprise
  • Create a new invoice (company)
  • Create a new invoice (project)
  • Editer une facture/un avoir
  • Editer le statut d’une facture/d’un avoir
  • Télécharger une facture/un avoir
  • Envoyer une facture/un avoir
  • Supprimer une facture/un avoir
  • Portail RH – 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
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Processes specific to sharemundo links "Enterprise" solutions

44
  • 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
  • Je veux partager une phase sur le chat
  • Project management module - Introduction
  • Project dashboard - Introduction
  • Access and/or navigate between projects
  • Project actions - Introduction
  • Create a new project action
  • Project document management - Introduction
  • Get an overview of my project documents
  • My Requests – Introduction
  • Create a new invoice (project)
  • Item evaluations - Introduction
  • Add a photo to 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)
  • 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 milestone
  • 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
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Processes specific to sharemundo links "Energy Consultant Solution".

1
  • Financing - Introduction
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  • Processes common to all sharemundo links solutions
  • Finance – Introduction

Reading time: 1 min

Finance – Introduction

Commun à toutes les solutions sharemundo links®, le module ‘Financier’ vous permet de gérer les bons de commandes et la facturation et de suivre les notes de frais.

Sous-section du module Financier, le menu ‘Bon de commande’ permet :

  • d’avoir un aperçu des bons de commandes et avenants de votre entreprise et de leur statut ;
  • de créer de nouveaux bons de commandes (entrants ou sortants) et de nouveaux avenants
  • de lier des documents, des structures, ou encore des jalons à mon bon de commande
  • de détacher des documents, structures ou encore des jalons à mon bon de commande
  • d’ imprimer des bons de commandes pour les envoyer par courrier postal ou les archiver;

le menu ‘Gestion de la facturation’ permet :

  • d’avoir un aperçu de toutes les factures et avoirs de votre entreprise et de leur statut ;
  • de créer de nouvelles factures : soit des factures liées à l’entreprise ou à des projets (si vous possédez une solution sharemundo links® comprenant la gestion de projet) ;
  • de créer de nouveaux avoirs
  • d’envoyer vos factures par courrier électronique ou des les imprimer pour les envoyer par courrier postal ou les archiver;

le menu ‘Gestion des coûts’ permet :

  • d’avoir un aperçu des notes de frais de vos collaborateurs ;
  • d’approuver ou rejeter les notes de frais de vos collaborateurs
  • d’exporter un tableau récapitulatif des notes de frais de vos collaborateurs

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