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Admin Lesson 3: Account Management
Table of Contents
|
 2. OrgChart Account Settings |
 3. Click Menu |
 4. Click Setup |
 5. Select Account Settings |
 6. General Settings |
 7. Launch Mode |
 8. Additional Functionality |
 9. Theme Settings |
 10. Select Theme |
 11. Result |
 12. Customize Color Theme |
 13. Select Default |
 14. Select Black Arrow |
 15. Click Save |
 16. Notice Change |
 17. Chart Management |
 18. Click Menu |
 19. Click Setup |
 20. Select Account Settings |
 21. Select Chart Management |
 22. Chart Management Settings |
 23. Click + Button |
 24. Type 'New Chart' |
 25. Click Save |
 26. Click Excel |
 27. Click Select |
 28. Click Sample |
 29. Basic Sample |
 30. Click Save |
 31. Click Refresh |
 32. Click Exit |
 33. Chart Drop-Down |
 34. Click Chart Drop-Down |
 35. Select New chart |
 36. Result |
 37. User Management |
 38. Click Menu |
 39. Click Setup |
 40. Select Account Settings |
 41. Select Manage Users |
 42. Click Create User |
 43. Valid Email |
 44. Types Of Roles |
 45. Access Groups |
 46. Control User Authorization |
 47. Result |
 48. User Access |
 49. OrgChart Server URL |
 50. Reset Password Link |
 51. Reset Password Button |
 52. User Impersonation |
 53. Click Menu |
 54. Click Setup |
 55. Select Account Settings |
 56. Select Authorization |
 57. Check Enable Administrator User Impersonation |
 58. Result |
 59. Click User Icon |
 60. Select Sign Out |
 61. Click Support Login |
 62. Enter Username And Password |
 63. Enter Email Address |
 64. Click Sign in |
 65. Signed In As Teddy |
 66. Click User Icon |
 67. Teddy Smith |
 68. End Of Lesson |
 69. Additional Lessons |