Knowledge Base 🧠
Adding Bulk Users

What are Users? Users are the individuals who will be logging into either the Kurtosys App or the Document Portal

Adding a User

Users are the individuals who will be logging into either the Kurtosys App or Portals (such as the Document Portal

System Role Types

System Roles System Roles are powerful, high-level access roles and should be assigned only to carefully chosen individuals. Kurtosys App

Editing Roles

Roles Each individual user who uses any or all components of the Kurtosys App is set up with specific rights

Adding Roles

Each individual user who uses any or all components of the Kurtosys App is set up with specific rights or

Saved Search Notifications

Document Hub The Document Hub is the library where a client’s documents live. These documents can be uploaded to a