The Admin Area

Users

• Customize User Attributes
• Create a new user
• Control which Roles apply to each of a user's Locations
• Edit users
• Change a user's password
• How to send a User an Account Activation Email

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Titles

• Create a Title or Title Folder
• Edit a Title or Title Folder
• Delete a Title or Title Folder
• Organize Your List of Titles

Positions

• Create a Position (or Folder)
• Edit a Position (or Folder)
• Delete a Position or a folder
• Organize Your List of Positions

Employee Types

• Create an Employment Status (or Folder)
• Edit an Employment Status (or Folder)
• Delete an Employment Status (or Folder)
• Organize Your List of Employment Statuses

Certifications

• Create a Certification (or Folder)
• Edit a Certification or a folder
• Delete a Certification (or Folder)
• Organize Your List of Certifications

General

• Organizational Digest and Subscription Time
• Subscription Days
• Organizational Digest
• Organization Name
• Organization Legal Notices
• Organization Logo

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Login Notices

• What is a Login Notice?
• How to Create a Login Notice
• How to Edit a Login Notice
• How to add an image or a video to Login Notices
• How to Delete a Login Notice

Tooltip Customization

• Configure tooltips for Project, Improvement, Incident, Task, and Chart Team roles

API Keys

• Create a new API key
• Copy an API key

Translation

• Multi-Language Support

The Network

• View where Network Locations are being referenced in the system
• Create a Monthly Goal
• Create a Network Location
• Edit a Network Location
• Delete a Network 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

• View where Roles are being referenced in the system
• What is a Role?
• How to Create a Role
• More granular Role Permissions
• How to Edit a Role
• How to set Role-based notification settings

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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

Fields

• What are the different Field Types available on a Template?
• Conditional Fields
• Quick Filters for Fields and Attributes
• How to resize images or Chart thumbnails within Text Fields

Attributes

• How to set an Attribute Value to a Network Location
• What are the different kinds of Attribute Types?
• Hiding the Text on an Attribute Value
• Create an Attribute value or a folder
• Edit an Attribute value or a folder
• Add an Icon to Attribute Values, Level Types, and more

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