Administrator's Guide

The Administrator's Guide is the technical reference for TradeQloud Setup. It covers how to validate your licence, the access roles and permissions the app installs, and the custom records, fields and workflows that make up its data model.

License Validation

How to validate and manage your TradeQloud Setup licence.

User Roles & Permissions

The roles and permissions the app installs and how to assign them.

Custom Objects

The custom records, fields and workflows that make up the data model.