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—Activity — Add from Dashboard
Capture important action items for records as an activity from within the dashboard. Permissions Admins, Full, Standard & Limited: These users can create activities within a dashboard for…
Learn MorePRM People Records
Product Guide Library > PRM > PRM People Records Add & edit people records to store information & interact within the application. Permissions Admins: Can add, view, edit,…
Learn MoreIssues
Product Guide Library > PRM > Issues Track problems or processes that can be improved on by using Issues. Permissions Admins: Can add view, edit, and delete all…
Learn MoreGlobal Status Board
Easily identify providers who are on track, off track, and at risk across all projects. Permissions All onboard users have access to utilize the global status board. Users…
Learn MoreOnboard Overview
Product Guide Library > Onboarding > Onboard Overview Keep managers informed of what’s going on at the account and team levels or how your onboarding is progressing using…
Learn MoreOnboard Home Page
Product Guide Library > Onboarding > Onboard Home Page Use the onboard home page to gain quick insight into projects & providers in progress. Permissions All Onboard Users:…
Learn MoreOnboard People Records
Product Guide Library > Onboarding > Onboard People Records Add & edit people profile records to store information & interact within the application. Permissions Admins: Can add, view,…
Learn MoreOnboard Projects — Automated Activites
Product Guide Library > Onboarding > Onboard Projects — Make Changes Add new automated activities, change existing automated activities, & delete unwanted automated activities. Permissions Admins & Full…
Learn MoreOnboard Projects — Move Provider
Product Guide Library > Onboarding > Onboard Projects — Move Provider Providers can be moved from project to project to pick up changes, participate in a new group…
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