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Retain Cloud Help
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What's new
Before you start
Logins and passwords
The interface
Resources
Resources
Understand resources
Maintain resources
Clients
Jobs
Jobs
Understand jobs
Maintain jobs
Bookings
Bookings
Understand bookings
Maintain bookings
Adjust bookings
Booking conflicts
Manage booking bars
Booking change history
Roles
Roles
Understand roles
Criteria roles
Ungrouped roles
Scenarios
Maintain roles
Assign resources
Progress roles
Role templates
Roles board
Talent profiles
Plans
Plans
Understand plans
Work with private plans
Work with public plans
Manage units of time
Manage display columns
Filter information
Show/hide information
Timesheets
Table view
Reports
Notifications
Operation Log
Artificial Intelligence (AI)
Mobile
Mobile
Understand the mobile app
Using the mobile app
Change settings
Admin settings
Admin settings
Understand Admin settings
Manage users
Manage service accounts
Manage company information
Set up the display pages in the left menu
Set up planning data
Set up the security
Set up a colour theme
Set up skills
Set up the values in display lists
Set up fields
Set up the time schedules (diaries)
Import data into the application
Set up the costs of resources
Set up the system currency
Displaying conflicts
Set up workflows
Set notification defaults
Product licence
Integrations
Integrations
Outlook integration
Logic Apps integration
Logic Apps integration
Overview
Initial set up
Retain connectors
Logic Apps Examples
Example Payload
API
API
API portal
Authorization API
Authorization API
Get token
Data access APIs
Data access APIs
Query tables
Get table info
Perform operations on tables
Paging API
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Frequently asked questions
Glossary of useful terms
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