Please note: effective October 6th, 2025, this Super User Training Lesson will no longer be updated. If you're looking for the latest training, please refer to our Super User Training SCORM Package, which covers Administration, Documents, Training, and Insights, linked here. If you have any questions, please reach out to the ZenQMS Support Team at help@zenqms.com.
Main Dashboard Assignments
1. Navigate to the Main Dashboard. From here, select the "My Company Dashboard" view.
2. Take a screenshot of this dashboard view and send the screenshot to training@zenqms.com.
The Resource Center Assignments
1. Navigate to the Resource Center. Click on "Product Updates".
2. Click on the "Documentation Release Notes".
3. Click on the most recent release article which will be the top link on the list of release information.
4. Send a screenshot of the article to training@zenqms.com.
5. Navigate back to the Resource Center and click on "Support". Under "Knowledge Base", click on "Learn More".
6. Search for the article "How To Complete a Training From the Dashboard".
7. Take a screenshot of the article.
8. Navigate to the Resource Center. Click on "Support".
9. Click "Submit a Ticket". In the subject line of the ticket, type "Super User Training" and attach the screenshot of the training article from the previous step.
User Assignments
1. Create a single user in the sandbox. For the email address, use [First Name, Last Name]+training@zenqms.com. (example: JohnDoe+training@zenqms.com)
2. For the user first name, enter "Lesson #1". For the user last name, enter your first and last name. When completed the user name should read as "Lesson #1 John Doe".
3. Disable this user.
4. Reactivate this user.
Custom Fields Assignments
1. Navigate to Settings - Custom Fields. Click "Create".
2. Fill in the information for your custom field. This custom field can be any type you wish.
3. Once the custom field is saved, you will add it to the users table.
4. Navigate to the users table and click "Manage Custom Fields".
5. Choose the custom field that you have created from the dropdown.
6. When successful, the custom field will now be listed under the header "Already Selected Account Custom Fields".
7. Add this custom field to the user table view by clicking the book icon. Select this custom field.
8. When successful, the column for this custom field will be listed on the table.
Role Assignments
1. Navigate to Settings - Roles/Permissions.
2. Click on "Create".
3. Create a role with the title "TRAINING Lesson #1: Last Name".
4. In the Roles table, find your newly created role. Click on the 0 under the "Users" column. Add the user that you have created in the "User Assignments" section to this role.
5. Add your primary user (your personal account) to this role.
6. Add all available permissions to this role.