Managing staff profiles and adding business contacts

 

Who should take this course:

All Managers or staff that have been assigned the role of 'Approval Officer'. 

You'll learn how to:

  • How to link your team members to your user profile
  • How to add a business contact
  • How to assign user permission levels 

Course expectations:

  • Complete 3 sessions
  • Read 10 'How to' articles

Time:

  • 10 minutes per session
  • 30 minutes for the entire course 

Prerequisites:

Resource materials:

  • LOGIQC QMS Setup Guide
  • LOGIQC Build Workbook

All your resource material is available via your Client Portal.  Please refer to your LOGIQC Primary contact to access these resources.

Curriculum:

Sesssion 1 - Adding users and assigning to my user profile:

To complete this session, read the following articles in order:

Session 2 - Adding Business contacts and managing these:

To complete this session, read the following articles in order:

Session 3 - Assigning user permission levels

To complete this session, read the following articles in order:

Learning outcomes:

Once you have completed this course you should be able to perform the following functions:

  • Understand permission levels within LOGIQC 
  • Manage your team within LOGIQC
  • Create business contacts & manage these within LOGIQC

Next course to complete:

  •  Managing meetings for Managers and Approval officers
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