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We’re excited to share that Black Diamond has a new home on LinkedIn: SS&C Black Diamond Wealth Solutions 

Administrator Learning Path
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Welcome to the System Administrator Learning Path! Get started on your administrator journey by creating new users and understanding access to Engage, learn about data storage, and how to customize Engage for your firm. 

Below you will find both articles and videos for your learning journey.

Videos

 

Engage User Access

 

 

Administrator Tasks

 

 

Storage

 

 

 

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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