Software 101 – Dashboard and Administration

Software Dashboard and Administration

To get us started, we will take a walk through the main arteries of the software.  In the following video you will learn the basic layout and understand the features of the Administration tab.  At the end, you should feel more comfortable adding users and have a general knowledge of where to find information.

Software Dashboard and Admin
Click here to view transcript
Resources
PI Learn Company Settings Folder Management User Management Understanding User Roles PI Learn Inventory

Activity

Create a new user:

  • Name: Your First and Last name
  • Email Address: <first initial+last name@uostraining.com
  • Job Title: UOS Trainee
  • Default Folder: Trainee
  • Role: Power User

Activity

Grant Folder Access:

  • Locate ‘Trainee’ folder in the Admin Panel
  • Give access to the user you just created to this folder
  • Select ‘Save’
Back to Course
Next
Copy link
CopyCopied