Admin Work Area
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The Admin work area is where users with the appropriate permission profile perform work that affects office settings. These activities include:
- Manage contact, user accounts and permission profiles
- Manage customers and tags
- Manage the various libraries used throughout the system
- Manage the various templates used throughout the system
- Manage tasks and workflows
- Update system defaults
To access this area, click Admin on the Dashboard, the Admin Home tab displays the following sections:
- Users & Permissions. This is where you create and manage users, general contacts, and manage permission profiles.
- Maintenance. This is where you manage customers and tags associated with your office.
- Default Settings. This is where you update system default settings.
- Libraries. This is where you manage position descriptions announcement items, competencies and eligibilities.
- Templates. This is where you manage announcement, notification and assessment package templates.
- Workflow. This is where you manage task and workflow templates.
For additional information, see: