Administrator 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. Also included are two ways you can access our training.      

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)

 

How do I attend the training?

To register to attend a live training, simply click here.  

To learn at your own pace in our Recorded Trainings, please follow these steps after logging into the Brightmetrics portal:

(Menu > Help > Help Videos > Recorded Training)

  1. Hover on Help in the Sidebar Menu
  2. Select Help Videos
  3. Select Recorded Training, then click on the Recorded Training - Administrator module

Admin_Training_Screenshot.jpg

 

If you have any questions, please email us at support@brightmetrics.com.

 

 

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