Admin Portal
Messages 📩
Last Updated: June 6, 2025How to Send Message Alerts and Broadcasts via the Admin Portal The Admin Portal allows you to send important alerts and broadcasts to individuals, groups, or the entire company. This guide explains how to create, send, and track messages using the Messages module. Accessing the Messages Module To begin sending messages, navigate to the Messages...
Password Reset Help 🔑
Last Updated: June 6, 2025Resetting Passwords Having trouble signing in or assisting another user with login issues? This guide explains how to reset passwords, whether it’s for yourself or for another user as a Global Admin. Learn how to perform a password reset using the Employee App, Admin Portal, or the global password reset option. Why Reset Passwords? Resetting...
Changing User Roles 💡
Last Updated: June 6, 2025Changing User Roles By default, users who sign up are assigned the “User” role, which provides access only to the Employee App. In certain cases, users may need to be upgraded to the “Global Admin” role, granting them access to both the Employee App and the Admin Portal. This guide explains how to change user...
Company Assembly 🧱
Last Updated: June 6, 2025Company Set-Up The Company Set-Up feature allows admins to create structure and organization for their teams by defining Jobs, Groups, Cost Codes, and Time Categories through the Admin Portal. This guide explains how to configure and manage these components for a seamless company setup. What is Company Set-Up? Company Set-Up helps admins organize their teams...
Portal Dashboard Overview 💻
Last Updated: June 6, 2025Main Dashboard Overview Upon signing into the Admin Portal as a Global Admin, you are directed to the Main Dashboard. This provides a snapshot of core modules and actionable insights into different areas of the portal. Learn how to navigate and utilize the features available on the dashboard. What is the Main Dashboard? The Main...
Adding New Users 🧑🧑🧒🧒
Last Updated: June 6, 2025Adding New Users The “Adding New Users” feature allows global admins to invite new employees to the platform via the Admin Portal. This guide explains how to send invitations, manage active users, and assign roles effectively. What is Adding New Users? The “Adding New Users” feature enables admins to: Invite new employees to join the...
LOG-IT 🚨
Last Updated: June 6, 2025How to Find LOG-ITs and Set Up Notifications in the Admin Portal The LOG-IT module in the Admin Portal allows you to access, manage, and review Log-It entries effectively. Additionally, you can set up users to receive notifications when Log-Its are flagged for review or escalation. This guide explains how to use these features efficiently....
Forms 📋
Last Updated: June 6, 2025How to Build and Use the Digital Custom Forms Feature The Forms module in the Admin Portal allows Global Admins to create custom digital forms for their team. These forms can be shared via the employee app, assigned to specific users, or made available in the library for unlimited use. Learn how to create, structure,...
Training 👩🏽🏫
Last Updated: June 6, 2025How to Build and Use the Training Module The Training module in the Admin Portal allows Global Admins to create and assign training courses to their team via the employee app. These courses can include videos, documents, quizzes, and more. Follow this guide to learn how to create, manage, and assign training modules effectively. Accessing...
Document Library 📁
Last Updated: June 6, 2025How to Use the Document Library and Organize and Assign Documents The Document Library feature in the Admin Portal allows Global Admins to store, organize, and assign documents. This includes files such as PDFs, videos, links, and even PowerPoint presentations. Learn how to create folders, upload assets, and set access permissions for individuals, groups, or...
Timeclock Management 🧭
Last Updated: June 6, 2025How to Manage the Timeclock Section as a Global Admin The Timeclock module in the Admin Portal allows Global Admins to view, edit, and manage all active and past timeclock entries. This includes reviewing geolocation data, addressing flagged issues, and ensuring accurate time tracking for employees. Follow this guide to learn how to effectively manage...