Users of the Office application can use the application to set the settings for the territory or a specified center. The options available to users will vary depending on if they are viewing a territory or a center.
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The Office application has a link to Community Connect release notes and a help portal with helpful documentation!
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The default Office Dashboard allows users to have immediate access to the information they care about. The dashboard can be customized using a number of handy widgets to feed pertinent information for each users role.
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Read more about Dashboard...
When it comes to managing staff the Personnel module allows users to add instructors, coaches, and other staff that work at the center. Once added, users can add contact information, link to customer records and print ID cards.
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Read more about Personnel...
On the reports screen, users can search their available reports, set favorites or filter them by a set category. Simply select a report, run it and it will be opened in a new tab.
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| Each user will only see the reports they have been given access to run. If you feel a report is missing, contact your administrator. |
Read more about Reports...
The data manager screen allows users to manage who has access to reports. Each report can be configured to be viewable by all users or only specific individuals. In addition, the different dashboard KPI reports can be managed to ensure only those that need to can see them.
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In order to access the Office application, users will need to be added to the list of approved users. Separate from the personnel module, the users module functionality is to grant access to the applications. Each user can be awarded a variety of permissions that govern access throughout all of the Community Connect applications.
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| Before someone can use them, a user must be created and have permissions granted for each of the Community Connect applications. |
Read more about Settings...
Related articles
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