Expected Duration: Approximately 45 minutes
As an Account Administrator, you’ll have access to manage account members and permissions settings for your organization. This course will cover how to manage account member settings, whether you’re onboarding or offboarding team members or managing existing account member information to ensure everyone has the appropriate permissions and access. We will also review how to manage external partners in the Talent Network. Finally, we will review how to manage your organizational holiday calendars, set default and custom workweeks, and configure time off settings in alignment with your organizational processes.
In addition to the readings, resources, and demo videos, this course also includes hands-on labs and activities. Please note that it is recommended that you either complete the labs from a demo account or make sure to remove any data or information from the labs that may impact your organizational account.
In this course you will learn how to:
- Manage account member settings, permissions, roles and skills
- Manage external partners and members in the Talent Network
- Identify essential processes for onboarding and offboarding account members
- Configure access groups to create a permission structure that works for your teams
- Manage holiday calendars, workweeks, and time off
Managing Account Member Settings, Permissions, and Roles
Leveraging Access Groups
Managing Holiday Calendars, Workweeks, and Time Off
Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Staffing Updates Reading: Account Member Settings Reading: Overview of Permissions Demo: Setting Default Project Permissions Reading: Adding & Deactivating Account Members Demo: Managing Account Members Reading: Managing Rates, Roles & Skills Reading: Managing External Partners & Members in the Talent Network Demo: Talent Network
Module 2: Overview and Resources Reading: Access Groups Demo: Configuring Access Groups Demo: Resource Management Access Groups Demo: Insights Access Groups Activity: Stay Connected on the Kantata Community
Module 3: Overview and Resources Reading: Managing Holiday Calendars, Workweeks, & Time Off Demo: Managing Holiday Calendars Demo: Managing Workweeks Demo: Adding Time Off Lab: Create a Resource Management Access Group Check Your Knowledge: Case Study Scenarios Survey: Course Feedback
Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.