Get started by exploring your Enterprise Admin functionality and completing your account setup.

Setting up your Enterprise account properly is easy and important!  See below for links to all the information you need to be successful within our CabinetM account. If you still have questions don't hesitate to reach out!

If you have a feature request we'd love to hear from you!

• Company profile
• Settings
• Member Management

Admin Functionality

• Internal technology
• Event log
• Messaging
• To Do List
• Processes and best practices

• Create a team
• Manage team memberships
• Team stacks and drawers

Contracts & Implementation

• Create a contract record
• Auto-renewal reminders
• Custom fields
• Customize your contract summary
• Export contracts
  • Custom exports
• Technology spend
• Contracts and stacks
• Contract Access Permissions

Stack Basics

• Create Stack structure
• Add products
• Annotate products
  • Details
  • Integrations
    • Data Maps
  • Notes
  • Training
  • Campaigns
• Leverage your stack
  • Assign to the Enterprise and Teams
  • Table View
  • Export
  • Create a custom URL

Stack Advanced

• Stack Maps
• Stack Reports
• Shared Custom Fields and Annotations
• Stack Templates
• Stack Insights
• Stack Archive

Drawers and Comparisons

• Create a drawer
• Assign to the Enterprise and teams
• Notes
• Move and Copy
• Comparisons
• Recommendation Reports

SkillStacks

• Create a SkillStack
• SkillStack templates
• Enterprise SkillStacks
• SkillStack reports

Stack Architecture Diagrams

• Create a diagram
• Add products to your stencil
• Grouping products
• Share and download