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
- Bulk Change User Attributes
Users > Titles
Users > Positions
Users > Employment Statuses
Users > Certifications
System > General
- Change the organization's name
- Turn off Custom Impact Columns in Report Item Lists
- Change the organization's logo
- Configure the organization's colors
- Hide or unhide user profile fields
- Configure the organization's legal notices
- Configure the default Digest and Subscription email settings for your organization
- Remove the "All Items" status bar from the Reports Snapshot
- Change the default List settings for your organization
- Exclude Locations from activity tracking
System > Timeline
System > Login Notices
System > Email
System > Tooltip Customization
System > API Keys
Organization > Network
Organization > Level Types
Organization > Roles
- System Role Permissions
- System Roles: Template and Workflow Permissions
- System Roles: Advanced Permissions
- System Roles: Admin Permissions
- Request versus Assign Permission
- 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
Organization > Goals
Organization > Impact Types
Organization > Standard Work
Organization > Weighted Scores
Organization > Workflows
Organization > Templates
Organization > Fields
Organization > Attributes
- What is an Attribute?
- 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