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Site Admin Basics Training Path

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Welcome to the Site Admin Basics Training Path. This series of videos will teach you how to accomplish the basic tasks associated with the Three Pillars of PolicyStat: Users, Areas, and Approval Workflows.

  • 1.0 The Three Pillars of PolicyStat
  • 1.1 User Management: Creating Users
  • 1.2 User Management: Permission Settings and Roles
  • 1.3 User Management: Edit Account Settings
  • 1.4 User Management: Duplicate Accounts
  • 1.5 User Management: Transfer Responsibilities
  • 2.1 Area Management: Create Areas
  • 2.2 Area Management: Edit Areas
  • 2.3 Area Management: Show or Hide Areas
  • 2.4 Area Management: Setting Permissions
  • 3.1 Approval Workflows: Create Workflow
  • 3.2 Approval Workflows: Edit Workflow
  • 3.3 Approval Workflows: Clone Workflow
  • 3.4 Approval Workflows: Delete
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