Manage Users and Their Settings

Manage Users and Their Settings

Learn how to create, edit, or delete users in Engagio!

About this course

What You’ll Learn:

  • Customize your personal user-experience in Engagio
  • Understand how to manage users, their user-level access, and more

Who Should Take This Course:

This course is designed for Engagio administrators who are needing to create, edit, or delete users in their Engagio instance.

 

Time Expectations:

4 short video tutorials and roughly 6 mins. 

 

Supporting Documentation:

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

 

Curriculum6 min

  • Managing Users
  • Account Owners vs. Users 1 min
  • Create, Modify, Delete Users 1 min
  • Bulk Import Users from Salesforce 1 min
  • Profile Settings
  • My Profile 2 min
  • Conclusion
  • Course Completed
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Customize your personal user-experience in Engagio
  • Understand how to manage users, their user-level access, and more

Who Should Take This Course:

This course is designed for Engagio administrators who are needing to create, edit, or delete users in their Engagio instance.

 

Time Expectations:

4 short video tutorials and roughly 6 mins. 

 

Supporting Documentation:

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

 

Curriculum6 min

  • Managing Users
  • Account Owners vs. Users 1 min
  • Create, Modify, Delete Users 1 min
  • Bulk Import Users from Salesforce 1 min
  • Profile Settings
  • My Profile 2 min
  • Conclusion
  • Course Completed
  • Tell Us What You Think