Configuration Overview

On the Vanceo Dashboard, select Manage and Configuration in the left pane.

After a user accesses Configuration, the home page displays and includes the following areas.

  • The upper-right corner provides access to user settings and Help.

  • The left pane provides access to general settings for Configuration, access to attachment categories and stage order setup, and links to other Vanceo administrative functions.

  • The right pane displays a grid with detailed information that applies to the selection made in the left pane. (Users, Roles, Process Templates, Schedule, Attachment Categories, and Stage Order).