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615 total results found

Edit Company Info

Module How Tos Site Settings Module How Tos

To edit company information, open the Company Info Tab from the Site Settings Page in the Site Settings Module. Select the “Edit Company Info Button” opening the Edit Company Info Page. Add or make changes to Company Info as desired. Notes on possible inpu...

Edit Email Settings

Module How Tos Site Settings Module How Tos

To edit email requirements that help manage system emails for account management, open the Email Settings Tab in the Site Settings Module. The default system settings will show before changes are made. Select the “Edit Email Settings” button, opening an edi...

Edit Password Requirements

Module How Tos Site Settings Module How Tos

To edit password requirements, open the Security Tab in the Site Settings Module. The current settings will show before changes are made. Select the “Edit Security Settings” button, opening an editable Password Requirements Page. Input a whole number as ...

Edit the Accounts Module Active Accounts Table

Module How Tos Site Settings Module How Tos

To edit the Active Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Site Settings Module. Select “Accounts: Active” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column cho...

Edit the Accounts Module Archived Accounts Table

Module How Tos Site Settings Module How Tos

To edit the Archived Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Site Settings Module. Select “Accounts: Archived” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column...

Edit the Accounts Module Pending Registrations Table

Module How Tos Site Settings Module How Tos

To edit the Pending Registrations Table in the Accounts Module, go to the Table Defaults Tab in the Site Settings Module. Select “Accounts: Registration” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The defaul...

Edit the Finance Module Active Budgets Table

Module How Tos Site Settings Module How Tos

To edit the Active Budgets Table in the Finance Module, go to the Table Defaults Tab in the Site Settings Module. Select “Finance: Active Budget” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column...

Edit the Finance Module Budget Items Per Budget Table

Module How Tos Site Settings Module How Tos

To edit the Budget Items per Budget Table in the Finance Module, go to the Table Defaults Tab in the Site Settings Module. Select “Finance: Budget Items Per Budget” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal....

Edit the People Module Users Assigned to a Role Table

Module How Tos Site Settings Module How Tos

To edit the Users Assigned to a Role Table in the People Module, go to the Table Defaults Tab in the Site Settings Module. Select “People: Users Assigned to a Role” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal....

Edit the People Module Users Associated with a Certification Table

Module How Tos Site Settings Module How Tos

To edit the Users Associated with a Certification Table in the People Module, go to the Table Defaults Tab in the Site Settings Module. Select “People: Users Associated with a Certification” from the dropdown menu. Select the “Edit Columns” button, opening...

Edit the People Module Users Table

Module How Tos Site Settings Module How Tos

To edit the Users Table in the People Module, go to the Table Defaults Tab in the Site Settings Module. Select “People: Users” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column choices include: u...

Export Registration Profiles

Module How Tos Site Settings Module How Tos

To export 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 “Export”. The CSV file will automatically be downloaded to your personal devi...

Import Registration Profiles

Module How Tos Site Settings Module How Tos

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

Module How Tos Communications Module How Tos

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. WIKI LINK HOW TO: CREATE NEW NOTIFICATI...

Create a New Communications Templates

Module How Tos Communications Module How Tos

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)

Module How Tos Communications Module How Tos

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

Module How Tos Communications Module How Tos

Note: A default new user Notification Template already exists in the system. This template can be edited for your preferences. WIKI LINK HOW TO: EDIT NEW USER NOTIFICATION TEMPLATES To create a new notification template, go to the Notification Templates Tab o...

Edit Email Report / Alert Notification Settings for Existing Accounts

Module How Tos Communications Module How Tos

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

Module How Tos Communications Module How Tos

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

Module How Tos Communications Module How Tos

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, ...
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