Otuvy QM - Setup & Administration

Configure and manage your Otuvy QM account, including org charts, clients, service locations, employees, permission templates, and email notifications.

• Build a Basic Service Provider Organization Chart
• SP Organization Chart Advanced Use
• SP Info Overview
• Service Provider Configuration
• Position Types
• Create a Client Record
• Importing Clients
• Build a Basic Client Organization Chart
• Create a Service Location Record
• Importing Service Locations
• Create a Contact Record
• Importing Contacts
• Create an Employee/Contractor Record
• Importing Employees/Contractors
• Create a Module Permission Template
• Giving an Employee or Contact Access to Otuvy QM
• Record Cleanup
• Setting Up External Emails in Otuvy QM
• Email Notification Templates