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We have recorded a training session that reviews all of the functionality in the Office application (version 1.0.1). Go HERE to watch the video or read through the information below to learn more about the application. |
Once a Community Connect user has been created a user can simply log in using their email and custom password. There is also an option for existing users to reset their password if necessary (the reset password is good for 30 minutes).
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Users of the Office application can choose to use the application for the territory or a specific location. The features available to users in the application will vary depending on the location or territory view.
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The territory and location list along with what users can see and do in the application is determined by user permissions. |
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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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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 add comments.
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On the reports screen, users can search the 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. |
The data managers module allows users to define which users have access to reports and dashboard widgets. Each report or widget can be configured to be viewable by all users or only specific individuals.
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In order to access the Community Connect applications, 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 and modules.
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| Before someone can login, a user must be created and have permissions granted for each of the Community Connect applications. |
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