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Manage Team Members in Canopy for Admins
Manage Team Members in Canopy for Admins
Manage Team Members in Canopy for Admins

About the Course

Course Categories

Admin
Beginner
Course Progress
Not started
Enroll
Course Outline
  1. Course Overview
    1. Welcome to Managing Your Team in Canopy
  2. Invite and Remove Team Members
    1. Add Team Members Video
    2. Add a Team Member
    3. Set User Rates
    4. Remove Team Members
    5. Manage Team Members
  3. Create and Manage Teams
    1. Benefits of Teams
    2. Creating Teams
    3. Create a New Team
    4. Assign Clients to a Team
    5. Apply Folder Access to Teams
  4. Create and Assign Roles
    1. Roles: Assign Work That Runs Itself
    2. Create A New Role
    3. Assign Roles
    4. How Roles Work on Tasks
    5. Managing Roles and Assignments from the Task List
  5. Resources and Onboarding Checklist
    1. Your Repeatable Onboarding Workflow
    2. Next Steps & Learn More
course
Manage Team Members in Canopy for Admins
Manage Team Members in Canopy for Admins
Course Progress
Not started
Enroll

About the Course

Course Outline
  1. Course Overview
    1. Welcome to Managing Your Team in Canopy
  2. Invite and Remove Team Members
    1. Add Team Members Video
    2. Add a Team Member
    3. Set User Rates
    4. Remove Team Members
    5. Manage Team Members
  3. Create and Manage Teams
    1. Benefits of Teams
    2. Creating Teams
    3. Create a New Team
    4. Assign Clients to a Team
    5. Apply Folder Access to Teams
  4. Create and Assign Roles
    1. Roles: Assign Work That Runs Itself
    2. Create A New Role
    3. Assign Roles
    4. How Roles Work on Tasks
    5. Managing Roles and Assignments from the Task List
  5. Resources and Onboarding Checklist
    1. Your Repeatable Onboarding Workflow
    2. Next Steps & Learn More

Course Categories

Admin
Beginner