System: Users and Security

System: Users and Security Training Agenda

Estimated Time: 2-3 hours

Audience: Individual(s) responsible for maintaining users and their access in the system.

Prerequisites:

Topics:

  1. Create Person

  2. Create username and password

  3. Assign user to permission group

  4. Merge User

  5. Duplicate report

  6. Permission Groups

    • Create

    • Copy

    • Edit

  7. Delete

  8. Dashboards

  9. Activity Tracking Template Permissions