Course curriculum

    1. Housekeeping

    2. Housekeeping Knowledge Check

    3. Quiz Follow up: How to Customise your Dashboard

    1. Setting up & Managing your account

    2. Account Knowledge Check

    1. Setting up and Managing your Users

    2. Download our User Permissions Document

    3. Setting up and Managing User Groups

    4. Adding Users and User Groups Knowledge Check

    1. Customer Support Process Guide

    2. MY Advisor & Your Customer Support

About this course

  • Free
  • 11 lessons
  • 0 hours of video content