Installation & Setup
- System Requirements & Install Guide
- Assigning Squivr Users and Permissions
- Squivr User Permissions
- Custom Permissions & Component Visibility
- Grant Subscriber Access
- Customization to Lightning Page
Squivr Org Chart
- Org Chart Terminology & Iconology
- Org Chart Configurations
- Card Color Legend
- Available Org Chart Configurations
- Defining an Org Chart Configuration Filter
- Org Chart Lightning App Tab
Squivr Playbook
- Playbook
- Action Plan Component
- GanttChart Component
- Timeline Component
- Milestone Template Creation
- Milestone Template Selection Criteria
Whitespace Analysis
- Squivr Whitespace Analysis
- Defining a Whitespace Template
- Example Whitespace Templates & Resulting Output
- Updating Account Pages with Whitespace Analysis Components
- Whitespace Analysis Schema & Terminology
- Whitespace Summary Component