Lesson #1: Getting Started

Overview

Lesson #1 will provide users with a basic introduction of the application. The lesson will focus on getting help, navigation within the application, administrative setup, and, finally, how to user the main Dashboard. Once a user has a good grasp of these tasks, they should be comfortable with moving around in the application, managing users, performing actions from the Dashboard, and, most importantly, getting help.

After completing this lesson, please leave a review by voting either ✓ or ✕

 

Table of Contents

  1. Support (how to get help)
  2. Navigation (+ button & tabs)
  3. Creating & Disabling Users
  4. User Groups
  5. Custom Fields
  6. Dashboard

 

Please Note:

We recently updated our GUI and you will no longer see "Administration" under your user name. You will now see "Profile" listed under your user name when selecting it. This will open your own profile preferences. In addition, if you have administrative permissions, it will also open the Administration Module for you.

New_Admin_Access.png

Videos

To video assignments (Super User permissions required)

 

To video assignments (Super User permissions required)

 

 

To video assignments (Super User permissions required)

 

 

To video assignments (Super User permissions required)

 

 

To video assignments (Super User permissions required)

 

 

To video assignments (Super User permissions required)

 

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