System Administration
- Troubleshooting – ‘User cannot be disabled as they are the owner of active checklists’ Warning
- Troubleshooting – User not Appearing in Dropdown Menus
- VIDEO – Adding a User
- VIDEO – Forgotten Login Details
- VIDEO – Edit a User’s Permissions
- VIDEO – Branding
- System Administration – Overview
- System Users – Overview
- Add an Employee – with Login
- Add an Employee – no Login
- Give an Existing Employee a User Login
- Add a Third Party User
- Expiring User Logins: Automatically Disable a User on a Specified Date
- Non-Chargeable Access
- Add an Extranet User
- Send an Account Validation Link to a User
- Validate your Account
- View a User or Employee’s Record
- View your own Record
- Edit a User (or No-Login Employee’s) Basic or Login Details
- View Changes to a User’s Basic Details – the User Details Change Log
- Orphaning – Reassign a User’s Actions
- Disable (‘Delete’) a User
- View Disabled System Users
- Re-Enable a User
- Individual System Permissions and Access Rights – Overview
- System Permissions
- Control Access to a User or Employee’s Record
- View a User’s System Permissions
- Edit a User’s System Permissions
- View Changes to a User’s Permissions – the Permissions Change Log
- Formal Permission Reviews – Overview
- Schedule a Formal Permissions Review
- View and Manage Formal Permissions Reviews
- Edit a Scheduled Formal Permissions Review
- Formally Review a User’s Permissions
- View a User’s Previous Permissions Reviews – the Permissions Review Log
- Private Items – Overview
- Access Rights – Overview
- View a User’s Access Rights to Private Items
- Notifications and Alerts – Overview
- Lock Notifications
- The Teams Tab – Overview
- Account Settings – Overview
- Change Your Company Details
- Set Your System’s Primary Contact
- View and Update your Accounts Email
- Usage – Overview
- View Your Storage Usage and Costs
- Backup Your Libraries
- View Your System Usage Levels
- Billing / Invoice Management – Overview
- View an Invoice
- PDF an Invoice
- Export the Billing Register
- Branding – Your Company Logo and PDF Headers and Footers
- System Notices (‘Update Notices’) – Overview
- View a System Notice
- Archive System Notices
- View Archived System Notices
- Deletion Log – Overview
- View the Deletion Log
- Export the Deletion Log
- Configure Your Activ System’s Security Settings
- Configure the ‘Sites’ Field in Forms
- System Administration Alerts and Reminders