User & Admin Basics Webinars

User Basics 

We quickly touch base on terms, settings and reports for new users to get acquainted with SAM.

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.

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.

Today, we discussed the tools available to help SAM Admins manage users of their site.

User Permissions

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.

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.

Database Health 

This webinar is focused on the SAM admin's role in keeping their database healthy and functional.