Admin
Are you a User with Admin area access? These articles are for you!
Users > Users
Users > Roles
- What are System Roles?
- System Roles: Item Permissions
- System Roles: Platform and Admin Permissions
- Request vs. Assign Permissions
- System Role Notifications
- Create a System Role
- Edit a System Role
- Delete a System Role
- View a list of all users assigned a System Role
- View where System Roles are being referenced in the system
Users > Titles
Users > Positions
Users > Employment Statuses
Users > Certifications
Organization > Level Types
Organization > Network
Organization > Goals
Workflows & Templates > Workflows
Workflows & Templates > Templates
Workflows & Templates > Fields
Workflows & Templates > Attributes
- What is an Attribute?
- Edit an Attribute
- Archive and Unarchive Attributes
- Create an Attribute Value or a Folder
- Edit an Attribute Value or a Folder
- Delete an Attribute Value or Folder
- Archive or unarchive an Attribute Value or Folder
- Organize the list of Attribute Values
- Bulk Change Attribute Values
- Hide an Attribute Value's text label
- Network Attributes
- Shared Value Groups
- Conditional Attribute Values
- Attribute Syncing
Workflows & Templates > Weighted Scores
Workflows & Templates > Standard Work
Resolution > Impact Types
Resolution > Investment Types
Resolution > No Change Reasons
Resolution > Currencies
System > General
- Change the organization's name
- Change the organization's logo
- Configure the organization's colors
- Hide or unhide user profile fields
- Always Show Header Icons
- Configure the organization's legal notices
- Configure your organization's email delivery defaults
- Remove the "All Items" status bar from the Reports Snapshot
- Change the default List settings for your organization
- Exclude Locations from activity tracking
System > Login Notices
System > Email Summaries
System > Tooltip Customization
System > Languages
System > Timeline
System > Service Accounts
System > User Import
System > Chart Import
System > KaiNexus Intelligence
- Configure your organization's AI Search settings
- Manage the organization's Smart Create settings
- Add a Stock Insight
- Create a Custom Insight
- Edit an Insight
- Archive and Delete an Insight
- Configure your Organization's Checkpoints
- Configure your Organization's AI Recaps
- Write Effective Prompts and Preambles
- Build an Effective Knowledge Base