Access Management
AM
10 articles
- Admin Dashboard
- Devices - Device TypesThe Device Types page allows administrators to define and manage different categories of devices within the organization (e.g., Laptops, Smartphones, Printers). Each device type can have its own set of…
- Add DeviceThe Add Device page allows administrators to create and manage individual device records within a selected device type (e.g., Computers, Smartphones, Printers). Each device is configured using the fields defined…
- Import DevicesThe Import Devices feature allows administrators to add multiple devices in bulk via CSV file. This is especially useful for organizations managing large volumes of devices across different device types,…
- Add SystemThe Add System page allows administrators to create and manage systems used within the organization. Systems can include tools, platforms, or software subscriptions, and can optionally include contract and cost…
- Device ExportAdmins can export Devices by Device type
- Systems: Contract Renewal Reminder NotificationsAdmins can define how far in advance reminder notifications should be sent before renewal dates.
- Certifications OverviewCertification Management is where your organization tracks certifications, licenses, and training credentials held by employees — things like safety training, professional certifications, or required compliance documentation
- Certifications: Users submitting a requestIf you've earned or hold a certification that isn't yet on your profile, you can request it yourself. Your request goes to an administrator for review before it becomes active.
- Certifications: Reviewing Approval Requests as an AdminWhen an employee requests a certification or submits a renewal, it lands in your Pending Requests queue until you approve or reject it. This article walks through that review process.