Admin Training

A small investment of time into education can go a long way. With that in mind, Brightmetrics has selected and designed a valuable set of key topics to be discovered in each of the trainings we provide. For more information on the included topics covered in our Admin training module, please see the outline below. To register to attend a live training, simply click here.     

Admin Training Syllabus

  • Additional Sidebar Menu items available 

  • Insights

  • User Management

    • Which permissions does the user need?
    • Providing access to existing dashboards
    • Modifying permissions on those dashboards/reports
    • Taking ownership of a dashboard/report
    • View/Edit/Delete schedules
    • Adding/Removing users
    • Viewing the Dashboards and Reports all users have access to
    • Resending a user’s Welcome Email
    • Creating a public link or wallboard
  • Data Sources

    • Data Sources Configured
    • Last Summary data update
  • Data Customization

    • Creating Custom Calculated Fields
  • Company Settings

    • Company Info and Logo
    • Invoices listed (Direct customers only)

 

 

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