Enterprise Administration
Get a complete understanding of Enterprise Admin system management, from adding projects and users to managing classifications.
Framework (Classification) Management
- What are Classifications: Classifications and Classification Groups
- Navigating and auditing your Classifications
- Creating Classifications
- Managing Existing Tags and Headings
- Manage Tag Availability for Projects
- Merging Tags
- Reassigning Tags
- How to Restrict a Classification
Teams
- What are Teams?
- Team Roles
- Creating a new Team
- Adding Users to Teams
- Managing Users' Roles on the Team
Enterprise Settings
- Enterprise General Settings
- Tools Configuration
- How Timezones work
- Managing Time Zones
- Field Reordering
- Managing Rich Text Fields
Users & Permissions
- User Permissions
- How to create a new User
- Editing a user profile
- How to unlock and reset a User's password
- Adding a User to Projects (via Teams)
- How do I remove access from a User?
- Add Users to multiple Teams using the Batch Security Tool
Tips on Managing Data
- Global vs Private Entities
- Enterprise Record Counts
- Record History
- Auditing your CM database
- Entity Field Types