Getting Started

Everything you need to know to get started.

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Welcome to the Knowledge Base!

Greetings and welcome to the Knowledge Base! We are thrilled to have you on board and are ready to help you explore the diverse and powerful features our application has […]

Run Your First Meeting

You’ve got the methodology down. Now, let’s run our first meeting in . Click on “My Meetings” from the main navigation. From there, you’ll see a list of the meetings […]

Roles, Seats and Permissions

The application mirrors your company’s unique roles and responsibilities. Roles are also used for setting access permissions. Let’s go through how to create custom roles for your organization.

Reports To

You could drive yourself crazy trying to create all sorts of roles with slightly different permissions for everybody. That’s why the application manages visibility and privacy through something we call “Reports To.”

Meeting Invites

Not everyone needs to be in every meeting. That’s why we have a Meeting Invitation system. Here is how to manage meeting attendees from inside and outside your organization.

Meeting Settings

These are YOUR meetings. Customize all facets of each meeting and even rename what you call portions of the application for your organization.

Projects

In , are a way of grouping a series of that are all interrelated. , themselves, have a start date and a deadline. They have Creators, Team Members, and Viewers. […]

Reports

Love pretty reports? has quite a lot of ways for your to visualize available data from across your organization. What, exactly, you can see depends entirely on permissions set in […]

Navigation Menu Options

Depending on your organization’s setup, ‘s main navigation menu for large screens is either oriented vertically on the left of your screen or horizontally at the top. For smaller screens, […]

Customizing Your Dashboard

Want to personalize your main dashboard with only the items from the Navigation Panel you care about in the order you care about them? Well, it’s easier than ever with […]

Add/Manage Users

To Add or Manage Users in , use the navigation panel and select Administration > Manage Users. Here you will see a list of current users that primarily or secondarily […]