Engagio-Wide Settings

Engagio-Wide Settings

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

About this course

After completing the lessons in this admin-course, you'll learn how to:

  • Manage your company's info, 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
  • and last but definitely not least, adjusting your user-level login security requirements

Curriculum

  • Action History
  • Company Info
  • Data Synchronization
  • Action Configurations
  • Login Security

About this course

After completing the lessons in this admin-course, you'll learn how to:

  • Manage your company's info, 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
  • and last but definitely not least, adjusting your user-level login security requirements

Curriculum

  • Action History
  • Company Info
  • Data Synchronization
  • Action Configurations
  • Login Security