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

  • 1
    Managing Account Member Settings, Permissions, and Roles
  • 2
    Leveraging Access Groups
  • 3
    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

Course Pricing

Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.