Training Paths: Admin

7 articles

010. Apps & Settings - Users & Portal Access

1 . Creating users, permissions and sending invitations 2 . The different levels of permissions for…

020. Reporting + Imports / Exports

Importing Council Information

030. Knowledgebase Categories

Links to Topics: Creating and managing knowledgebase categories

040. Dashboards Setup and Config

Creating a ninja dashboard that shows record field updates

050. Documents/Document Templates

Creating, Editing and Viewing Document Templates

060. Email Templates

3 . Creating and editing Email Templates

070. Website Editing and Security, Portal Config

1. Website editing 2. Website Portal Module Cards 3. Website Security