Administration

Baselines

• How do I edit a baseline task?
• How do I create a new baseline?
• How do I copy a baseline?
• How do I create a new baseline task?
• How do I import tasks to a baseline?
• How do I remove a task from a baseline?

See all 9 articles

Users

• What is the difference in User Roles?
• How do I approve a user request? 
• How do I add or create a new user? 
• What are the different types of location access that I can grant a user?
• How do I grant a user automatic access to a set of locations? 
• How do I grant a user access to an existing location? 

Projects

• How do I assign a project to locations?
• How do I create a new project?

Locations

• How do I change a location’s opening date?
• How do I create a new location or edit an existing location profile? 

Settings

• How do I change the primary agent for support cases?
• How do I change the Welcome Message?
• How do I change the primary or subscription logo? 
• What is a Community? 
• How do I respond to a support ticket?
• How do I reassign a support ticket? 

See all 9 articles