Admin | InPhase
InPhase

Admin | InPhase

This curricula is designed for administrators responsible for managing users and access within the InPhase platform. Through a range of courses, you’ll gain practical knowledge on managing user accounts, configuring access, and overseeing administrative settings. Whether you’re onboarding new users or refining access controls, this curricula provides the foundation for effective administration.

Curriculum content

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    In this course,  we're going to explore how to create groups in bulk using the Bulk Group feature in InPhase. You'll see how to export your current groups, use Excel formulas to build new group names, and import your updated list directly into the system. ​ 6 - 7 mins ​ Learning objectives: ü Access the Bulk Group feature ü Build group names using Excel ü Format and import a CSV file ü Validate successful group creation

    • Lesson Understanding bulk group administration

  • In this course, you will learn different methods you can use to customise the Ideagen Quality Management list view to find the information you need. ​ 8 - 10 mins ​ Learning objectives: ü Add a new employee profile ü Assign roles and licenses ü Set department and group access ü Manage leavers correctly

  • In this course,  we're going to look at how to manage portal permissions in InPhase. Portal permissions control who can access an app and its pages, and in this video, we'll walk through how to update those settings in designer mode. ​ 3 - 4 mins ​ Learning objectives: ü Access portal permissions ü Understand default permission settings ü Set group-based access ü Apply and save changes