Super Admin: Managing Guides

TABLE OF CONTENTS

• Managing Guides 
  • Access System Configurations 
  • Add a new guide 
  • Edit a guide 

Super Admin can manage guides through the System Configurations options. 

Managing Guides 

Access System Configurations 

• To add, edit, or delete a guide access the System Configurations page. Super Admin are the only users who have access to System Configurations. 
  • Login using 'I'm here to Lead'. 
  • Select 'Partners' or 'P' from the left navigation menu. 
  • Select 'System Configs' or 'S' from the new navigation menu options. 

Add a new guide 

From the system configurations page select 'Guides'. 

From the Guides page add a new guide by selecting 'Add new guide' found below the guides table.

• Input the Guide Name.
• Search and select the guide owner(s) from the drop down options. 
• The guide owner will receive an email notification. 

Edit a guide 

From the Guides table select the edit icon next to the guide's name. Super Admin can edit the guide, add or remove guide owner name(s). 

• Edit a Guide
  • Select the edit icon to update the Guide Name or Guide Owner(s). 
    • Add Guide Owners using the drop down menu to search and select their name. 
      • Users can be searched by their name or email from within the drop down menu. 
      • User must be added as a Guide Owner to create an RFA. 
    • Remove a Guide Owner by clicking the red 'x' found next to the persons name.
  • Select 'Save' to update any changes.