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Introduction #

This component is used to make the Settings set for the Front end User.

This Component has 4 Active Tabs right now.

(a) Conditional Administration: Utilized for presenting data according to the conditions specified by the frontend user.

(b) Application Settings: Utilized for uploading logos, defining website titles, and activating/deactivating the Assign Task/Notify flow for plans.

(c) App Name and Enable: Used to activate specific applications and modify their names from this control panel.

(d) Approval Frequency: Utilized for selecting the frequency at which users can perform Business Plan Acceptance/Approval. This tab also enables activating/deactivating QBR acceptance.

Business Plan Acceptance/Approval #

Successful Channels application allows clients to activate the Business Plan Acceptance/Approval by Overall. Once the admin user activate Overall Acceptance/Approval, it remains fixed and cannot be turned off thereafter.

On Activating the Overall, the following view will display on Account Contact Interface:

QBR Acceptance #

QBR Acceptance refers to the process or mechanism through which Quarterly Business Review (QBR) are accepted within a system. It typically involves reviewing and validating quarterly business reports or plans before they are officially accepted by designated Account Contacts.

Activate/Deactivate QBR Acceptance #

Activate/Deactivate QBR Acceptance is a feature that allows users to switch on or off the process of accepting Quarterly Business Review (QBR) submissions within the system. When activated, the system will accept QBR submissions; when deactivated, QBR Acceptance workflow will not be displayed at the user interface. This feature provides users with control over the acceptance process, allowing them to manage QBR submissions according to their needs.

On activating the QBR Acceptance, it will display on 3 different pages:

Channel Team Member Interface:

Account Contact Interface:

Personal Task Owner Page:



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