Course Curriculum

    1. Founders Welcome

    1. Managing Users

    2. Adding Clients

    3. Adding Team Members

    4. Understanding Roles

    5. Single Sign-on Solutions

    6. Archiving, Deleting, and Pending Clients

    7. Switching Organizations

    1. Reviewing the device support matrix

    2. Clients connecting their own devices

    3. Connecting devices on behalf of a client

    4. Connecting Devices on the Mobile App

    1. Configuring a Client Dashboard (Individual)

    2. Defining a Default Dashboard (All clients)

    3. Dashboard basics

    1. Creating Progress Reports for your Clients

    1. How to use the Concierge Service

About this course

  • Free
  • 34 lessons
  • 1.5 hours of video content