Costpoint Cloud Information Center

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Ensure That Users Have the Appropriate Information

As the SaaS Customer Administrator, it is your responsibility to ensure that all users have the information they need to access and maintain their user accounts.

After you have set up the users in User Manager, and after you have added the usernames to the applications required by each user, please do the following:

  • Send an email to the users with the link to your company’s Cloud Portal. This link is provided in your Welcome email. The Cloud Portal contains links to Costpoint as well as a link to the Self Service tool users can use to reset their password or unlock their account.
  • Provide users with further instructions regarding the Costpoint modules that are available to them.
  • Ensure that users activate their account. When you add users to User Manager, they are automatically sent an email instructing them to activate their account.
Note: Users will continue to receive daily reminder emails until they activate their account.