Managing the solution

The solution is based on configuration parameters, which can be adjusted by Collaboration Platform administration users (administrators) in order to adjust the solution’s user experience.

Many of the settings can be centrally managed via the Aurea CRM Opportunity Collaboration Add-On. This Add-On configuration can be reached by first navigating to Add-Ons.

Then selecting the Add-On and choosing to navigate to its settings.

Upon which the “Configure Now…” action is shown and leads to a pop-up, containing various settings.