Engagio Global Settings

Engagio Global Settings

Learn how to better customize Engagio for your organization's needs.

About this course

What You’ll Learn:

  • Manage your company’s information, such as when your custom fiscal year begins
  • Control how often and when Engagio syncs with your connected data-sources
  • Configure action settings to control what users can and cannot take action on
  • Adjust your user-level login security requirements

Who Should Take This Course:

This course is designed for Engagio administrators who are looking to better customize their Engagio instance to fit the specific needs of their company. 

 

Time Expectations:

5 short video tutorials and roughly 7 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum7 min

  • Action History 1 min
  • Company Info 1 min
  • Data Synchronization 1 min
  • Action Configurations 1 min
  • Login Security 1 min
  • Course Completed
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Manage your company’s information, such as when your custom fiscal year begins
  • Control how often and when Engagio syncs with your connected data-sources
  • Configure action settings to control what users can and cannot take action on
  • Adjust your user-level login security requirements

Who Should Take This Course:

This course is designed for Engagio administrators who are looking to better customize their Engagio instance to fit the specific needs of their company. 

 

Time Expectations:

5 short video tutorials and roughly 7 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum7 min

  • Action History 1 min
  • Company Info 1 min
  • Data Synchronization 1 min
  • Action Configurations 1 min
  • Login Security 1 min
  • Course Completed
  • Tell Us What You Think