Users, Permissions, and Groups
- User Roles and Account Count
- Menus displayed by user role
- Account limit and how to count accounts
- Add users: Invite by email or issue an email-free account
- Do I need to provide an email address for each user?
- Change user permissions
Folders, organization, and access restriction
Team Settings and Usage Report
- Checking Implementation Effectiveness with Usage Reports
- Check viewing records for each procedure (who viewed, completion records, stumble map)
- Can I visualize SOP usage results (such as playback counts)?
- How to Check User Usage
- Export a ringi proposal (PowerPoint)
- How to Find Your Team ID
Security
- Our security initiatives
- Security Settings Overview (Owner Functions)
- Set up IP address restriction
- Configure Password Policy
- Set up Single Sign-On (SSO) (Microsoft Entra ID / SAML 2.0)
- Automatically sync your roster from your HR system (SCIM)