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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

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Users > Titles

Create a Title or Title Folder

Edit a Title or Title Folder

Delete a Title or Title Folder

Archive or Unarchive a Title or Title Folder

Organize the List of Titles

See more

Users > Positions

Create a Position or Position Folder

Edit a Position or Position Folder

Delete a Position or Position Folder

Archive or Unarchive a Position or Position Folder

Organize the List of Positions

See more

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

Archive or Unarchive an Employment Status or Employment Status Folder

Organize the List of Employment Statuses

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Users > Certifications

Create a Certification or Certification Folder

Edit a Certification or a Certification Folder

Delete a Certification or Certification Folder

Archive or Unarchive a Certification or Certification Folder

Organize the List of Certifications

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System > General

Change the organization's name

Change the organization's logo

Configure the organization's colors

Change the status order

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

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System > Timeline

Administration Timeline

System > Login Notices

What is a Login Notice?

Create a Login Notice

Edit a Login Notice

Delete a Login Notice

Add an image or a video to a Login Notice

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System > API Keys

Create a new API Key

Copy an API key

Edit an API Key

Delete 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

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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

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Organization > Roles

System Role Permissions

System Roles: Template and Workflow Permissions

System Roles: Advanced Permissions

System Roles: Admin 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

See more

Organization > Goals

Create a Goal

Edit a Goal

Delete a Goal

Organization > Time Savings People

Create a Time Savings Person or Folder

Edit a Time Savings Person or Folder

Delete a Time Savings Person or Folder

Organize the List of Time Savings People

Organization > Standard Work

What is a Standard Work Group?

Create a Standard Work Group

Edit a Standard Work Group

Delete a Standard Work Group

Organize the list of Standard Work Groups

Create a Standard Work Item

Edit a Standard Work Item

Delete a Standard Work Item

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Organization > Weighted Scores

Create a Weighted Score

Edit a Weighted Score Group

Delete a Weighted Score Group

Organization > Workflows

The Workflows administration page

Organization > Templates

The Templates administration page

Organization > Fields

What is a Field?

Conditional Fields and Attributes

Quick filters on the Fields and Attributes administration pages

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

Hide an Attribute Value's text label

Network Attributes

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Organization > Multi Chart Importer

Multi Chart Importer

Other

Customize Icons