What We'll Cover

  • Managing Account Member Settings, Permissions, and Roles

    Get started with an overview of account member settings and learn how to add, remove, or update account members, create account roles and set default project permissions, and how you can manage external partners and members in the Talent Network.

  • Leveraging Access Groups

    Learn how to leverage Access Groups to provide custom access to resource management functions and Insights reporting data.

  • Managing Holiday Calendars, Workweeks, and Time Off

    Learn how to manage Holiday Calendars, Workweeks, and Time Off for your organization.

Course Description

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

Course curriculum