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User Management & Settings - November 2024 Webinar

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Kelsey Seale
November 04, 2024 16:36
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User Management

  • User Permissions Overview
  • Manage User Caseload Using “Groups”
  • How do I resend or revoke a user invitation?
  • How do I update the permissions of existing users?
  • How do I invite Counselors in bulk?
  • How should I assign permission levels across my organization?

Program Settings

  • How do I adjust program settings?
  • How do I adjust counselor settings?
  • Display Group Lists for Contacts in the Inbox
  • How do I change a program's display name?

Personal Settings

  • How to enable and disable desktop notifications
  • How do I reset my password?
  • How do I enable text / email notifications?
  • How to enable and disable desktop notifications
  • Message November 2024 Webinar - User Management & Settings.pdf
    (8 MB)
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