• How workflows work
• Workflow Management
• Uploading a logo for a service instance
• Customizing the list order of cloud service instances
• Customizing the list order of cloud service categories
• Onboarding and Managing a service
• Cloud Service
• Managing Profiles
• Understanding CloudPortal Business Manager Profiles
• What are roles
• Profile Management
• Modifying the Approval Templates
• Modifying Content Template Styles
• Objects and Properties in Invoice PDF template
• Modifying Invoice Templates
• Modifying the Header, Footer, and Signature in content templates
• Sending test mails
• Email Templates and Notification Triggers
• Managing Content Templates
• Deleting a service provider user
• Deactivating a service provider user
• Managing service provider user information
• Creating Service Provider Users
• Complying with Cookie Law
• Customizing the Service Provider Logo and Favicon
• Adding a new service to CAS
• Phone Type Codes
• Configuring TeleSign Phone Verification
• Configuring device-based fraud control using ThreatMetrix
• Configuring IP geolocation using MaxMInd GeoIP