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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 user a password reset email

Search and filter the list of users

Customize User Attributes

Export a List of Users

Restrict Roles by User Location

Change a user's notification settings

Impersonation Mode

How do I 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 Your List of Titles

Users > Positions

Create a Position (or Position Folder)

Edit a Position (or Folder)

Delete a Position or a folder

Organize Your List of Positions

Users > Employment Statuses

Create an Employment Status (or Folder)

Edit an Employment Status (or Folder)

Delete an Employment Status (or Folder)

Organize Your List of Employment Statuses

Users > Certifications

Create a Certification (or Folder)

Edit a Certification or a folder

Delete a Certification (or Folder)

Organize Your List of Certifications

System > General

Organization Name

Organization Logo

Organization Colors

Organize Status Order

Organization Legal Notices

Organizational Digest

Subscription Days

Organizational Digest and Subscription Time

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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

How to add an image or a video to Login Notices

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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

What is a Monthly Goal?

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Organization > Level Types

What is a Level Type?

Create, Edit, and Delete a Level Type

Organization > Roles

System Role Permissions

Create, Edit, and Delete a Role

System Role Notifications

View a list of all Users assigned a Role

View where 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

How to resize images or Chart thumbnails within Text Fields

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

Organize the list of 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