Tutorials

Add a User

Administration

Learn how to add a Quadra user, assign roles, and edit an existing user.

Add a User Manager

Administration

This tutorial is for administrative users. It explains how to add a User Manager then assign it as a role to a user.

Add a User-Defined Field

Administration

Learn how to add UDFs to modules in order to capture additional information when entering data into Quadra.

Assign Training

Administration , Training

Learn how to assign training to team members by either assigning courses to individuals or roles or by using an invitation link.

Create a Bulletin for the Dashboard

Administration , Dashboard

Use a dashboard bulletin to post news or announcements to team members. This tutorial focuses on using a MS Word document to easily import text and formatting choices.

Create a Notification

Administration , General

Learn how to set notifications that alert you to specific changes in Quadra, such as a new asset or an upcoming deadline.

Create an Email Based on a Notification

Administration

This tutorial will show you how to use Email Builder to create an email based on either an Activity Notification or a Date Notification.

Import Data

Administration , Imports

Explore the data import function that can be used for accounts receivable, claims, contacts, items, other exposures, structures, and vehicles; plus templates and metadata to prepare incoming data.

Manage Authorization Types for Drivers

Administration , Drivers

Learn how to add and edit authorization types for drivers and also how to create new authorization types using the Administration module.