Configuring a company in Smart Moves
This tutorial will guide you through configuring a company in Smart Moves by covering topics such as adding new users, setting access filters, creating programs and plans, saving activities, setting up branding, and modifying prompts.
Program Overview
Embark on a comprehensive journey through the essential steps of configuring your company's software settings. This tutorial series is designed to equip you with the knowledge and skills to efficiently set up and customize your company's digital environment. Whether you're adding new users or refining access controls, each lesson provides detailed guidance to ensure a seamless configuration experience.
Throughout this series, you will accomplish the following:
- Add new users to your system to enhance collaboration and productivity.
- Implement access filters to safeguard sensitive information and maintain control over data access.
- Create tailored programs and plans that align with your company's objectives.
- Learn the art of saving activities to streamline workflows and improve efficiency.
- Set up branding elements to ensure your software reflects your company's identity.
- Modify prompts to customize user interactions and enhance user experience.
Key Objectives
- Understand how to add new users to effectively manage team access.
- Learn to set up access filters to control user permissions and enhance security.
- Gain skills in creating a program tailored to your company's needs.
- Master the process of creating and managing plans to organize tasks and objectives.
- Discover how to save activities to keep track of progress and updates.
- Set up branding to maintain consistent company identity across platforms.
- Modify prompts to ensure they align with company goals and user requirements.
Lesson Plans
Adding New Users
This lesson plan explains the process of adding new users to the system, detailing the essential steps for setting permissions and roles.
Configuring Access Filters
This tutorial guides administrators through the process of configuring access filters. Access filters allow administrator to control what content each user can view. This is useful if you want to restrict content to different paying customers. Or...
Creating a Program
Discover how to create a program by setting objectives and components.
Developing a Plan
Learn how to develop a comprehensive plan with defined goals and resources.
Setting Up Branding
Explore how to customize branding with logos, colors, and messaging.