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 […]
System Admin Window
The System Admin window provides administrators the ability to add, edit, and delete all users and clients within the system. It also provides access to all files within the organization’s Enterprise Account. The System Admin window has three main parts to it: 1. Main Table 2. Actions Tab 3. Group Associations Table Main Table The […]
Client Notepad Feature
The Client Notepad allows users with permissions to create and view notes regarding a client. All users and admins associated with this client will have access to these notes. Login Clients are capable of viewing notes that a user makes available to them. Client Notepad’s Location The Client Notepad can be found in the System Admin feature for […]
How to Add a File to a Client
For all user roles including administrators, there are two ways to add a file to a client: Directly Uploading to a Client’s Portfolio By putting in a client’s name in the Electronic Uploader, the uploaded file will be added to the client’s My Files folder. The user can find the client by using the arrow for […]
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. […]