{"id":12233,"date":"2021-12-07T09:07:00","date_gmt":"2021-12-07T14:07:00","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=12233"},"modified":"2023-11-20T20:01:56","modified_gmt":"2023-11-21T01:01:56","slug":"implementation-team-training-week-1","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=12233","title":{"rendered":"Implementation Training &#8211; Part 1"},"content":{"rendered":"\n<p><strong><br><\/strong>For the sake of this training keep in mind only fill in the required fields when creating your<a href=\"https:\/\/securedb.io\/kb\/?p=10952\" data-type=\"post\" data-id=\"10952\"> Users<\/a>.<br>(<strong>First Name, Last Name, &amp; Email address<\/strong>) A hire date is required but leave it at the default of 12\/20\/2020.<br>Later in our training you will be shown how to utilize Bulk Import to fill in the missing fields<br><br>When creating email addresses we like to use part of the name of the demo company with three zeros to be sure it is not a real domain. Example:\u00a0\u00a0 john@trainingcompany000.com\u00a0\u00a0<br><\/p>\n\n\n\n<p><strong>Week 1 \u2013 Create Initial User &amp; Roles<\/strong><\/p>\n\n\n\n<p><strong>Create the following <\/strong>Roles \u2013 add 2 Skills and 2 Behaviors for each  <br>Use the <strong><em>Examples<\/em><\/strong> button for selecting your Skills and Behaviors.<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"block-99394ae6-366e-48b1-811c-bfdf8a93e513\">\n<li>Executive<\/li>\n\n\n\n<li>Manager<\/li>\n\n\n\n<li>Supervisor<\/li>\n\n\n\n<li>Employee<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2022\/03\/Examples-Skills-Behaviors.jpg\" alt=\"\" class=\"wp-image-12236\" style=\"width:731px;height:216px\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create three Executive users<\/strong> <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Executive &#8211; Job Title of <strong>CEO<\/strong> \u2013 this role should report to you.<\/li>\n\n\n\n<li>Executive &#8211; Job Title of <strong>VP of Sales<\/strong> \u2013 reports to CEO<\/li>\n\n\n\n<li>Executive &#8211; Job Title \u2013 <strong>VP of Finance<\/strong> \u2013 reports to CEO<br><\/li>\n<\/ul>\n\n\n\n<p><strong>Create four Managers<\/strong> &#8211;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2&nbsp;&nbsp; Sales Managers (<\/strong>Job Title)<strong> &#8211; <\/strong>each reporting to VP of Sales<\/li>\n\n\n\n<li><strong>2&nbsp; &nbsp;Accounting Managers (<\/strong>Job Title)<strong> \u2013 <\/strong>each reporting to VP of Finance<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>For the sake of this training keep in mind only fill in the required fields when creating your Users.(First Name, Last Name, &amp; Email address) A hire date is required [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":12320,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[43],"tags":[78],"class_list":["post-12233","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-implementation","tag-training"],"wps_subtitle":"Internal Implementation Team Training","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12233"}],"version-history":[{"count":3,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12233\/revisions"}],"predecessor-version":[{"id":16497,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12233\/revisions\/16497"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12233"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}