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.

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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

Videos

Support (How to get help)

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 and Settings Module for you. Select "Administration" at the top of the left panel to access the Administration section.

New_Admin_Access.png

Navigation (+Button & Tabs)

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 and Settings Module for you. Select "Administration" at the top of the left panel to access the Administration section.

New_Admin_Access.png

Creating & Disabling Users

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 and Settings Module for you. Select "Administration" at the top of the left panel to access the Administration section.

 

New_Admin_Access.png

 

User Groups

 

Custom Fields

 

 

Dashboard

 

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