The Admin Area

Users

• User statuses
• Create a new user
• Control which Roles apply to each of a user's Locations
• Edit users
• Change a user's password
• Send a user an account activation email

See all 11 articles

Titles

• Create a Title or a folder
• Edit a Title or a folder
• Delete a Title or a folder
• Organize the list of Titles

Positions

• Create a Position or a folder
• Edit a Position or a folder
• Delete a Position or a folder
• Organize the list of Positions

Employee Types

• Create an Employee Type or a folder
• Edit an Employee Type or a folder
• Delete an Employee Type or a folder
• Organize the list of Employee Types

Certifications

• Create a Certification or a folder
• Edit a Certification or a folder
• Delete a Certification or a folder
• Organize the list of Certifications

General

• Change your organization's name
• Change your organization's legal notices
• Change your organization's logo
• Configure your organization's colors
• Change your organization's status order

Login Notices

• What is a login notice?
• Create a login notice
• Edit a login notice
• How to add pictures to login notices
• Delete a login notice

Tooltip Customization

• Configure the tooltips for Improvement, Task, Chart, and Project roles

API Keys

• Create a new API key
• Copy an API key

The Network

• Create a Location
• Edit a Location
• Delete a Location
• View all users in a Location

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

Roles

• What is a Role?
• Create a Role
• More granular Permissions
• Edit a Role
• Change a Role's default notification settings
• Delete a Role

See all 7 articles

Time Savings People

• What is a Time Savings Person?
• Create a Time Savings Person or a folder
• Edit a Time Savings Person or a folder
• Delete a Time Savings Person or a folder
• Organize the list of Time Savings People

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

Weighted Scores

• What is a Weighted Score?
• Create a Weighted Score
• Edit a Weighted Score
• Delete a Weighted Score
• Organize the list of Weighted Scores

Attributes

• What are the different kinds of Attribute Types?
• Create an Attribute value or a folder
• Edit an Attribute value or a folder
• Delete an Attribute value or a folder
• Organize the list of Attributes