Training Webinars: Application Training, Advanced Features Webinar, Security Training
This page will only be available if an individual has administrator security. Here a Site Administrator will be able to make changes that affect everyone on their site. This includes adding or removing organizations and departments, updating employee information for Users in each organization, as well as other select organization information.
Use the navigation area on the right side of the Site page that you want to administer: to create, edit or delete elements that are seen on the application - these are global changes.
The links below will further explain how to edit those sections. The other functions follow normal editing functionality.
Organization and Departments (create, edit or delete organization and/or department tabs)
Individuals (create, edit or delete Users)
Security Groups (create, edit or delete security groups - these groups allow the Administrator to customize security throughout the applications)
Default Security Settings - Edit the default settings for security on your site
Site Settings (this allows the Administrator to set time frames for views and "flags" for projects and tasks)
Key Words (allows Administrator to change terms (like module names) throughout the application. Key Word changes are global.
Tabs (allows Administrator to change the name of the tabs in the application)
Colors (colors are used to typically note the "health" of a metric, project or task - the Administrator can add or delete colors that will appear on metrics, projects and tasks)
Project Phases (allows Administrator to create Project Phases to communicate the Project journey milestones)
Project Status (allow Administrator to create a list of "project status' to help Users better organize the list of projects)
File Uploads (allows Administrator to turn on or off the ability for Users to upload files/documents to the cloud)
Facebook, Twitter & Single Sign-On (provides directions for IT to use Single -Sign-on capability)
Authorized Apps and Websites (no accounts authorized for this function)