Welcome to the Admin section

This section will focus on the Admin area within the Colleague application, looking at the layout, features and workflows.

 

Minimum Requirements

Click here for the minimum hardware and software requirements needed to ensure an optimised experience whilst using Colleague 7.

 

Users

Watch our short video on how to administer users within Colleague 7.

Runtime: 1:28

User Group Permissions

Watch our short video on how to administer user group permissions within Colleague 7.

Runtime: 1:15

Global Settings

Watch our short video on how to update global settings within Colleague 7.

Runtime: 0:44

Templates

Watch our short video on how to administer templates within Colleague 7.

Runtime: 1:24

Upload Templates

Watch our short video on how to administer templates within Colleague 7.

If you are uploading a template please click here to access our Merge Code Directory

Runtime: 7:30

Mandatory Fields

Watch our short video on how to setup mandatory fields within Colleague 7.

Runtime: 1:40

Teams

Watch our short video on how to administer Teams within Colleague 7.

Runtime: 1:48

Exchange Rates

Watch our short video on how to administer Exchange Rates within Colleague 7.

Runtime: 3:34

Archive Records

Watch our short video on how to archive records within Colleague 7.

Runtime: 1:35

Delete Records

Watch our short video on how to delete records within Colleague 7.

Runtime: 7:20

Merge Records

Watch our short video on how to merge records within Colleague 7.

Runtime: 1:45

Checklists

Watch our short video on how to administer checklists within Colleague 7.

Runtime: 2:00

Checklist Alerts

Watch our short video on how to administer checklist alerts within Colleague 7.

Runtime: 3:32

Document Indexes

Watch our short video on how to use Document Indexes within Colleague 7.

Runtime: 5:40

Placement Checklists

Watch our short video on how to administer Placement Checklists within Colleague 7.

Runtime: 5:35

Search Settings

Watch our short video on how to administer search settings within Colleague 7.

Runtime: 5:09

Editing Histories

Watch our short video on how to Edit/Delete Histories within Colleague 7.

Runtime: 3:09

Import Records

Watch our short video on how to Import Records via CSV within Colleague 7.

Click Here For More Details

Runtime: 4:34

Lookups

Watch our short video on how to administer Lookups within Colleague 7.

 

Runtime: 7:47

Custom Fields

Watch our short video on how to administer Custom Fields within Colleague 7.

 

Runtime: 3:30

SMS Quotas

Watch our short video on how to administer SMS Quotas within Colleague 7.

 

Runtime: 4:31

IP Settings

Watch our short video on how to administer IP Settings within Colleague 7.

 

Runtime: 3:17