Get Started

Learn the basics of logging in, setting up users, and managing accounts.

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14 articles in this collection
Written by Alli Pierpont, Hannah Chouinard, Shanlyn Tse and 2 others

Manage your account

Where do I log in?

Login to the admin dashboard to manage your platform.

Written by Cece Carey-Snow
Updated over a week ago

Create a profile and sign up for emails (alerts)

Users of all audience types can easily sign up or login to manage their email preferences using a sleek and simple process.

Written by Alli Pierpont
Updated over a week ago

Reset a forgotten password

Take these steps to have a 'reset password' link sent to your email.

Written by Cece Carey-Snow
Updated over a week ago

Customize your public profile

Are you featured on your platform's staff page? Here's how to edit your profile image, contact information, and more.

Written by Cece Carey-Snow
Updated this week

Manage your team

Add users

New staff member joined the team? Create a new user profile for this person from the dashboard.

Written by Cece Carey-Snow
Updated over a week ago

Edit users

Roles switched around on your team? Want to update a profile picture? Here's how to edit your users' profiles from the dashboard.

Written by Cece Carey-Snow
Updated over a week ago

Delete users

Staff members leaving your team? Delete a user profile without compromising the content they've created.

Written by Cece Carey-Snow
Updated over a week ago

Change a user's role and permissions

Team member taking on new responsibilities in the office? Change a user's role and permissions as needed right from the dashboard.

Written by Cece Carey-Snow
Updated over a week ago

Update a user's role permissions

Admin users now have the ability to update the role of any user!

Written by Cece Carey-Snow
Updated over a week ago

Learn about role permissions

Admin, staff, student staff, and community experts: learn the ins and outs of dashboard accessibility levels.

Written by Alli Pierpont
Updated over a week ago

What to do when a staff member leaves

A checklist for off-boarding a team member

Written by Hannah Chouinard
Updated over a week ago

Assign your team to roles and establish goals

Learn how to assign roles to team members.

Written by Alli Pierpont
Updated over a week ago

Learn the essentials

What's the difference between Community pages, content category pages, and custom pages?

Learn the ins and outs of all three, so you can determine which best suits your needs!

Written by Shannon Desmond
Updated over a week ago

What's the difference between community tags and content category tags?

Find out how tagged content tailors each automated email to the receiver's preferences.

Written by Shanlyn Tse
Updated over a week ago