Admin

Users & Roles

• Create a User
• Roles
• Teams

Role Types

• Admin Roles Overview
• Admin – User Only Role Setup
• Admin – Content Only
• Admin – Batch Only
• Admin - Full
• Executive Role

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Access & Grouping

• Access Keys
• Tags
• Access Key Groups

Content Groups

• Content Groups: Creating
• Content Groups: Objective Path Relations
• Content Groups: Assessment Relations
• Content Groups: User Relations
• Content Groups: Tag Relations

Goal Content

• Opportunities
• Objective Paths
• Move Recommendations to New Paths
• Creating a Module for a Program

Meetings

• Create a Meeting Template

Tiles

• Linking Tiles to Dashboards & Content groups

Notes

• Configuring Notes

Import Data

• Working with SuccessPro CSV Files
• CSV Uploader

Export Data

• Export Data (CSV Exports) Overview

Maintenance/Tools

• ActiFi SSH FTP

Admin - Best Practices

• Creating the SuccessPro Subdomain

Programs

• Creating a Program