Super User Training Lesson #1 Administrative

Video 1: Dashboard Overview

In the following video we will cover: Compliant At Risk Non-compliant Training pie chart: Signatures Needed Items past due And other document notifications Document Notifications: Module Navigation: In the following video we will cover:

Dashboard Overview Recap: Training pie chart: Compliant At Risk Non-compliant Document Notifications: Signatures Needed Items past due And other document notifications Module Navigation:

Super User Training Lesson #1 Administrative

Video 2: Managing Users

In the following video we will cover: Settings  Administration Member Account Users Navigating to the users’ full table: Add new user Adding new users: Select user from table Disable Select user from table Activate Activating and disabling users: Editing a user’s information: In the following video we will cover:

Managing Users Recap: Navigating to the users’ full table: Settings Administration Member Account Users Adding new users: Add new user Disabling and Activating users: Select user from table Disable Activate Editing a user’s information:

Super User Training Lesson #1 Administrative

Video 3: User Groups

In the following video we will cover: A specific set of users defined by roles and permissions within an organization. What is a User Group: Users’ Full Table Manage Groups Create Group Group Name How to create a user group: Select A Group Select a User How to manage users in a user group: In the following video we will cover:

User Groups and Permissions Recap: What is a user group: A specific set of users defined by roles and permissions within an organization How to create a user group: Users’ Full Table Manage Groups Create Group Group Name How to manage users in a user group: Select A Group Select a User Permissions: A specific set of abilities and access that a User Group has access to within the application.