What We'll Cover

  • Managing Account Member Settings, Permissions, and Roles

    Get started with an overview of account member settings, managing internal and external account members, creating roles, and setting default project permissions.

  • 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
    Course Introduction
  • 2
    Managing Account Member Settings, Permissions, and Roles
  • 3
    Leveraging Access Groups
  • 4
    Managing Holiday Calendars, Workweeks, and Time Off
  • Course Overview & Learning Goals Interacting With Your Course Scenario: Meet the Team
  • Module 1: Managing Account Member Settings, Permissions, and Roles Scenario: Staffing Updates Reading: Account Member Settings Reading: Adding & Deactivating Account Members Activity: Overview of Permissions in Kantata OX Reading: Setting Project Permission Defaults Demo: Setting Default Project Permissions Reading: Managing Rates Reading: Managing Roles Demo: Setting Default Project Permissions Reading: Managing Skills Reading: Managing External Partners & Members in the Talent Network Demo: Leveraging the Talent Network Knowledge Check: Managing Account Member Settings, Permissions, and Roles
  • Module 2: Leveraging Access Groups Scenario: Leveraging Access Groups Reading: Access Groups Demo: Configuring Access Groups Reading: Resource Management Access Groups Activity: Creating a Resource Management Access Group Reading: Dashboard Access Demo: Configuring Insights Access Groups Activity: Connecting with the Kantata OX Community Activity: Managing Account Members Lab: Create a Resource Management Access Group Knowledge Check: Leveraging Access Groups
  • Module 3: Managing Holiday Calendars, Workweeks, and Time Off Scenario: Managing Holiday Calendars, Workweeks, and Time Off Reading: Overview of Schedules Reading: Overview of Workweeks Activity: Managing Workweeks Reading: Overview of Holiday Calendars Activity: Managing Holiday Calendars Reading: Overview of Time Off Activity: Adding Time Off Knowledge Check: Managing Holiday Calendars, Workweeks, and Time Off Reading: Course Completion Survey: Course Feedback

Course Pricing

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