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

    2. Annotating the Reports Page

    3. Shared Reports

    1. How to use the Concierge Service

About this course

  • Free
  • 36 lessons
  • 2 hours of video content