Course curriculum

  1. 1

    • User Management - Course Overview

    • DASH USERS ONLY! Integrating with DASH
  2. 2

    • Adding User Accounts - Overview

    • Intro to Adding Staff User Accounts

    • DEMO - Adding Staff Member User Accounts

    • DASH USERS ONLY: Adding Staff Member User Accounts

    • Intro to Adding Agent User Accounts

    • DEMO - Adding Agent User Accounts

    • DASH USERS ONLY: Adding Agent User Accounts
  3. 3

    • User Account Permissions - Overview

    • Permissions Definitions

    • DEMO - Updating User Account Permissions
  4. 4

    • Updating User Accounts - Overview

    • Account Updates from Edit Profile link

    • Account Updates from Active Agents list

    • DEMO - Updating Agent Accounts via Active Agents

    • Account Updates from Admin Site

    • DEMO - Resetting Passwords via the Admin Site

    • DEMO - Changing a User's Email Address

    • DEMO - Agent Assistant Assignments
  5. 5

    • Removing User Account Access - Overview

    • DEMO - Deactivating Staff Member User Accounts

    • DEMO - Terminating Agent User Accounts
  6. 6

    • Course Conclusion

    • User Management Review Quiz