Action History 1 min
Company Info 1 min
Data Synchronization 1 min
Action Configurations 1 min
Login Security 1 min
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Engagio Global Settings
Learn how to better customize Engagio for your organization's needs.
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.
5 short video tutorials and roughly 7 mins.
Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:
- Action History
- Why is my data different in Engagio?
- When Things Sync
- Action Configurations
- Login Security