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Admin

Admin

Are you a User with Admin area access? These articles are for you!

Users > User Management

Create a new user

Edit a User

Inactivate a User

Send an Account Activation email

Change a user's password

Send a Password Reset email

Customize User Attributes

Restrict a user's Roles by Location

Change a user's notification preferences

Impersonation Mode

Reactivate an Inactive user

See more

Users > Titles

Create a Title or Title Folder

Edit a Title or Title Folder

Delete a Title or Title Folder

Organize the List of Titles

Users > Positions

Create a Position or Position Folder

Edit a Position or Position Folder

Delete a Position or Position Folder

Organize the List of Positions

Users > Employment Statuses

Create an Employment Status or Employment Status Folder

Edit an Employment Status or Employment Status Folder

Delete an Employment Status or Employment Status Folder

Organize the List of Employment Statuses

Users > Certifications

Create a Certification or Certification Folder

Edit a Certification or a Certification Folder

Delete a Certification or Certification Folder

Organize the List of Certifications

System > General

Change the organization's name

Change the organization's logo

Configure the organization's colors

Change the status order

Configure the organization's legal notices

Configure the default Digest and Subscription email settings for your organization

See more

System > Timeline

Admin Timeline

System > Login Notices

What is a Login Notice?

How to Create a Login Notice

How to Edit a Login Notice

How to Delete a Login Notice

System > API Keys

Create a new API Key

Copy an API key

Organization > Network

Create a Network Location

Edit a Network Location

Delete a Network Location

View all users in a Location

View where Network Locations are being referenced in the system

Monthly Goals

See more

Organization > Level Types

What is a Level Type?

Create a Level Type

Edit a Level Type

Delete a Level Type

Organize the List of Level Types

See more

Organization > Roles

System Role Permissions

Create a System Role

Edit a System Role

Delete a System Role

System Role Notifications

View a list of all users assigned a System Role

View where System Roles are being referenced in the system

See more

Organization > Time Savings People

Time Savings People

Organization > Standard Work

What is a Standard Work Group?

Create a Standard Work Group or Standard Work Item

Edit a Standard Work Group or Standard Work item

Delete a Standard Work Group or Standard Work item

Organize the list of Standard Work Groups

See more

Organization > Weighted Scores

Weighted Scores

Organization > Fields

What is a Field?

Conditional Fields

Quick Filters for Fields and Attributes

Organization > Attributes

What is an Attribute?

Create an Attribute value or a folder

Edit an Attribute value or a folder

How to Delete an Attribute Value or Folder

Archive an Attribute Value or Folder

View and sort your organization's Attributes

Customize Icons

Hiding the Text on an Attribute Value

Network Attributes

How to set an Attribute Value to a Network Location

Your Location’s Attributes

See more

Organization > Multi Chart Importer

Multi Chart Importer