Admin's guide
Find the information you need as an administrator to set up and manage your organization in Parallel.
By Martina and 1 other2 authors24 articles
- How to change the branding of my organizationLearn how you can change your organization's logo and the tone in which you address your customers.
- Customize your documentsIn this article you will learn how to customize your organization's documents.
- Setting up a custom domain for your recipients (CNAME)
- Creating different types of profilesCreate the types of profiles and their properties with which you want to organize your organization's information.
- Set up your alerts in ParallelActivate alerts in the properties of your profile types and Parallel will notify you when a due date is approaching.
- Manage the visibility of the properties of a profile
- Link Your Templates with ProfilesLearn how to easily link your templates with profiles to store and organize the information collected in the parallels.
- Enriching profiles from external sources
- Recover deleted profiles
- Updating profile fields on parallel closeAutomatically update client profiles when closing a parallel