Authority

Authority Knowledge base Articles

CRM - Category / Workflow / Task / Role - Overview
A quick run down on how to see who is allocated to a CRM/Workflow/Task/Role   In Authority - navigate to Category Codes (Admin - Customer - Cus...
Tue, 24 Sep, 2024 11:36 AM
Authority - LIVE to TEST Copy
Authority LIVE to TEST copy   Log on to the application COBAUTHSQLTEST server (through VSphere) as the AuthTech user.   ...
Tue, 1 Jul, 2025 1:33 PM
Online Certificate Word Templates (BUILD / LIC)
Certificate Templates BUILD 1 BUILD2 LIC LICURG   \\cobauthapp\d$\civica\certol\templates Before you update a certificate temp...
Thu, 27 Mar, 2025 8:20 AM
To Run CRM report by "Category" and "Year Status Area"
1. If any of the team requests o Generate the CRM report : -> We have to Customer module -> Request Statistics by Category ...
Mon, 2 Jun, 2025 9:50 AM
Find "Role Number" for a Specific Menu in Hierarchy Manager
1. For example, if someone requests for access to the "CRM bulk update", we can go to Hierarchy Manager with admin access-> select the specific...
Mon, 2 Jun, 2025 9:50 AM
Contractor On-boarding and Off-boarding:
I have attached the Contractor Onboarding and Offboarding forms.   ----------------------------------------------------------------------------...
Mon, 2 Jun, 2025 9:50 AM
Repo Key Installation(Certfication Key) after the New IP address change:
1. We usually receive requests from CIVICA like the one below, which includes the procedure for installing the repo key after the new IP address has been re...
Mon, 2 Jun, 2025 9:50 AM
Authority: New Patch Upgrade procedure in the LIVE Environment
Step 1: Before applying the patch in the LIVE environment, it’s important to discuss it with the Payroll team, Finance, and Supervisor. Based on the patch&#...
Mon, 2 Jun, 2025 9:50 AM
Error Handling, Troubleshooting Methods, and Solutions During Patch Upgrades, Database Backup & Restore, and Related Processes
1. The following error occurred during LIVE to TEST data restoration. -> When I was doing an “awptest” the following error occurred. ...
Mon, 2 Jun, 2025 9:50 AM
Download the new version from CIVICA into the local (Moira) repository.
This is the beginning of our new patch upgrade process. Typically, we initiate the patch upgrade in the TEST environment. After several days of testing by t...
Mon, 2 Jun, 2025 9:50 AM