Reports
The Admin role is the only role that has access to Reports. The reports provide data to best manage and support the organization. Custom reports can be requested. They can be found in the dropdown menu on the main toolbar. Report Types Tag Report Columns: Date Tag was Added. User/Client File Resides. File Name. Folder […]
Setting Up to Receive Notifications
Notifications are an easy way for a user to stay on top of changes to their clients. If a user has access to a client, they can set up to receive specific notifications for them. Administrative roles can also be notified of changes to all user roles available in the System Admin window. There is more information […]
Giving Users Access to Clients (Admins Only)
Behavior Connect is a role and permission based system. Every user will need permission to access clients within the system. To give access for a client to a user, the Admin must first open the add/edit window for the client via the System Admin window. 1. Click on the Group Associations tab next to the […]
System Admin’s Search Feature
The search feature can be used to search/filter by the multiple types of criteria listed below: 1. User Info Tab – Allows the admin to search for a user/client using their personal information and/or their login and profile status. A. First Name B. Last Name C. Identification Number D. Age E. User Login Name F. […]
Administrative Roles
There are three types of roles available for an administrator: Basic Admin role Group Admin role Group System Admin role Admin The Admin role has access to all users, folders, files and data of the entire Enterprise Account. The admin has the tools to add, delete, and edit all users, files, and folders within the […]
Adding a Role to a User
At any point in time, an Admin or a Group System Admin has the option of adding another role to an existing user. Doing this will allow users access to new information and gain permissions that they did not have before. Admins have the ability to add roles to Admins, Group System Admins, Group Admins, and Users. Group […]
Changing a Role of a User
At any point in time, an Admin or a Group System Admin has the option of changing a role of a user. Admins have the ability to change a user from any role to any new role. Group System Admins may change a user in their system to any role other than Admin. — To […]