Tutorials

Select an Administration tutorial to view its video.

Administration

This tutorial explains how to assign roles and enhance security by giving Quadra users access to specific modules and tasks.

Administration Risk Management

This tutorial explores the steps involved in creating and editing risk management topics as well as selecting accounts and organizing folders.

Administration Imports

Using Quadra’s Import function, explore the method for removing records of vehicles, structures, items, or other exposures.

Administration Reports Security

Learn how to restrict access to certain types of reports by assigning roles.

Administration Imports

Learn the process for resolving errors that can disrupt a data import into Quadra.

Administration Allocations Reports

Learn how to send invoices or reports automatically to billing contacts on Allocation Schedule dates using Quadra's convenient E-mail Builder tool.

Administration Security

Use advanced security features in Quadra to enhance your company's protective measures.

Administration Reports

This tutorial explores the functions available in Quadra's E-mail Builder with a focus on attaching reports.

Administration

Learn how invitation links can be created and distributed so you can easily invite team members to become Quadra users.