User Basics 2020
We quickly touch base on terms, settings and reports for new users to get acquainted with SAM.
User Settings & Tracking
We’ll cover setting up users, reports of enabled users, staff and settings that should be monitored. We’ll also share a Auto Action email to keep SAM Admins aware of users that haven’t logged in recently.
User Basics 2019
In this webinar, we’ll bring users up to speed on SAM Terms, Settings, Forms & Docs, and navigating Reports. While this will help bring new users up to speed on using SAM, it can also be helpful as a refresher for teams.
20 min how-to on Reports and Report Builder, then answer some questions from the SAM community.
The sidebar is a central feature of SAM that stores major details of your client’s case. Getting your team to use and easily find the forms and actions linked to the sidebar improves their desire to support data entry and reference the details important to the client’s they’re working with.
In this webinar, we share how to modify Permissions for users that limit access to certain tables for a client’s record or certain records in general. We cover what actions only Full Admins have and how to test user Permissions.
Today, we discussed the tools available to help SAM Admins manage users of their site.
Important User Settings
How to Modify User Settings
New Reports in Security Center
List Best Practices
In this webinar we discussed the basics of List Management, but also how to think about lists. How many list items are too many? How to better organize and manage lists, and why a list vs a text box could be a better selection.
This webinar is focused on the SAM admin's role in keeping their database healthy and functional.