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Import Registration Profiles
To import a CSV spreadsheet of existing registration profiles, go to the Registration Tab of the Site Settings Module. Click the three dot (…) icon to open a context menu. Select “Import” opening the Import Registration Profiles Modal. Select the “Downlo...
Apply a Notification Template to Existing Accounts
To apply notification templates to existing accounts, go to the Account Settings Tab on the Settings Page of the Communications Module. Select the existing user accounts you wish to apply the notification template to. How To: Create New Notification Templ...
Create a New Communications Templates
To create a new communication template, go to the Communication Templates Tab on the Settings Page of the Communications Module. Select the “New Communication Template” button opening the New Template Modal. Input the Title for the Template. Select Acti...
Create a New Module Level (Communications Module)
To create a new module level, go to the Module Levels Tab on the Settings Page of the Communications Module. Select the “New Module Level” button opening the New Role Modal. Input the new Module Level Name. Select the “Assignable” checkbox, so that the ...
Create a New Notification Template
Note: A default new user Notification Template already exists in the system. This template can be edited for your preferences. How To: Edit New User Notification Templates To create a new notification template, go to the Notification Templates Tab on the Se...
Edit Email Report / Alert Notification Settings for Existing Accounts
To edit email report / alert settings for existing accounts, go to the Account Settings Tab on the Settings Page of the Communications Module. Select the users whose email report/ alerts notification settings you wish to edit. The Search textbox simplifi...
Edit New User Notification Templates
To edit new user notification templates, go to the Notification Templates Tab on the Settings Page of the Communications Module. Existing templates will be shown in the Notification Template Table. Select the edit icon in the action column of the template ...
Set Up Additional Account Fields for Email Settings
To utilize the CC and BCC Email Settings on the Module Settings Tab of the Settings Page in the Communications Module, you must first set up additional user account information fields. To set up additional user account information fields with email settings, ...
Use a Communications Template when Sending Communications
To use a communications template, the template must first be created. How To: Create New Communication Templates To use a pre-existing communications template, go to the Send Communications Page in the Communications Module. Select the page icon to the r...
Create a New Calendar Event
To create a new calendar event, open the Home Page of the Calendar Module. Select the “New Event” button on the left-hand side above the mini-monthly calendar view. This opens the New Event Modal. Input the title of the new event. Select whether the ...
Create a New Calendar Filter
The Calendar Home Page has one default filter, All Events, that includes all meetings, events, assets, and documents available to the user on the calendar. The default filter shows below the Calander header. Making any changes from the current view of the f...
Create a New Module Level (Calendar Module)
To create a customizable module level in the Calendar Module, go to the Module Level Tab on the Settings Page. Select the “New Module Level” button opening the New Module Level Modal. Input the new Module Level Name. Select “Save and the new Module leve...
Delete a Calendar Filter
To delete a calendar filter, go to the Home Page of the Calendar Module. All existing filters show in a horizontal row under the calendar header. Select the edit icon above the calendar. The edit filter icon is located on the far right of the horizontal row...
Edit a Calendar Filter
To edit a calendar filter, go to the Home Page of the Calendar Module. All existing filters show in a horizontal row under the calendar header. Select the edit icon above the calendar. The edit icon is located on the far right of the horizontal row of exist...
Add an Access Level for an Individual
To add an access level for an individual user, go to the Active Tab on the Accounts Page of the Accounts Module. This tab is also accessible from the Main Menu. There are three ways to add an access level for a user from the Active Tab. You can also update ...
Archive a User Account
To archive an account, open the Active Tab on the Accounts Page in the Accounts Module. Click the three dot (…) icon next to the user in the Active Accounts Table, opening the context menu. Select “Archive Account”. Selecting “Archive Account” from the con...
Bulk Import Account Information
Before bulk importing several new accounts, be sure that your organization has customized the account information fields to meet your needs. WIKI LINK TO ACCOUNT FIELDS TAB: SITE SETTINGS Once your account information preferences have been established in the S...
Create a New Channel
To create a new channel on a user’s account, go to the specific user’s Account Info: (User Name) Page in the Accounts Module for the individual you wish to create a new channel for. Select the “My Channels” tab at the bottom of the Account Info: (User Name)...