Company Account Admin

This is for account owners or admins to complete the initial account setup.

• Introduction and New Account Setup
• Adding New Users or Members
• Adding or Renaming Roles or Departments
• Permission Levels
• Printing Manuals
• Basic Functions for Folders and Systems
• Setting Up Your Systems
• Systems Documentation Layout
• Adding Email Templates, Attachments, and Supporting Notes
• Adding Tags
• System Functions - Assigning, Notifying, and Sharing
• Printing System PDFs
• Version Control
• Trash Feature
• Duplicating a System
• Complimentary Systems Template
• Policies Overview and Templates
• Training Overview and Setup
• Setting Up Your Training and Adding Tracks
• Assigning Training
• Training Log: Where Are They At?