Only a user with XCM Administrator responsibilities can create and maintain information in the Utilities menu. Site, client/entity, and Task information are set up, updated, and maintained from the Utilities menu.
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Key Terms
Utilities Wizard
Utilities Menu
Manage Users
User Rights Management
Manage Staffing Assignments
Change Password
Bulk Manage User Groups/User Rights
Manage Clients/Entities
Manage Groups
Create a New Task
Rollover Tasks
Manage Recurring Tasks
Add and Delete Task Deliverables
Bulk Operations Status
Delete Tasks and Purge Data
Restore Deleted Tasks
Delete and Restore Deliverables
Manage Settings and Defaults
Manage Custom Grid Settings
Manage Workflow Statuses
Manage Task Types
Create Deliverables
Manage and Customize SignOffs
Manage/Customize Checklists
Prepare for Import
Manage Workflow Mapping
Manage eFile Mail
Manage Portal