When you start to roll out Revenue Retriever across your organisation, you need to enable the add-in for each of the 'departments' in Provet Cloud where you want to use it.
NB. If you have not yet added the Revenue Retriever add-on into Provet Cloud or set its data access permissions, please do that first. See how.
Steps to enable the Revenue Retriever add-in for each department
The menus and settings below are how Provet Cloud labels them in English. If you use Provet Cloud in a different language, we recommend that while making these settings, you temporarily set your language to English within your profile in Provet Cloud.
- Login to Provet Cloud with administrator privileges.
- At the top left of the page, click on your organisation name to see a list of departments.
- Select the next department for which you want to enable Revenue-Retriver.
- Select Settings -> Integrations -> Revenue Retriever.
- Click the pencil button to edit.
- Check the box to enable the integration.
- Click Save.
- Repeate steps 2, 3 and 4 for each additional department.
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