Ideagen Collaboration Portal
Admins | Ideagen Collaboration Portal
Aimed at administrators of Ideagen Collaboration Portal, this curriculum contains all the courses you need to configure account settings, permissions, features and Workspace and team settings.
Curriculum content
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In this course, you will learn how to expertly manage user privileges, team structures, and access controls to ensure a secure and well-organized workspace in Ideagen Collaboration Portal. 5 - 10 mins Learning objectives: ü Understand Workspace settings and how to control user privileges ü See how to structure teams and assign appropriate permissions ü Configure workspace customization and security settings effectively
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I n this course, you will learn how to navigate the key elements of a workspace, access files and tasks, and customize the workspace to create a personalized and functional environment for your team. 3 - 5 mins Learning objectives: ü Understand the core elements of an Ideagen Collaboration Portal workspace ü Explore how to access files, tasks, people, and settings ü Discover how to customize the workspace header and embed content ü See how to track workspace activity using filters and different display formats
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I n this course, we'll explore managing workspace settings in Ideagen Collaboration Portal, covering user management, workspace customization, and configuring custom task fields to fit your project's specific needs. 5 - 10 mins Learning objectives: ü See how to manage users and their roles within a workspace ü Understand how to customize workspace features for improved usability and security ü Explore how to use custom task fields for better categorization and filtering
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I n this course, we'll delve into managing account settings, covering roles within the three-tier management structure, workspace management, branding customization, security configuration, and activity report generation. 3 - 5 mins Learning objectives: ü Identify key management roles and their responsibilities ü Manage workspaces and track activity using on-demand reporting ü Configure account settings to control workspaces, security, and branding
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In this course, we'll show you the different ways to access support, find answers to your questions, and make the most of the self-service resources. 3 - 5 mins Learning objectives: ü Explore the in-app Help button and knowledge base for quick answers ü See how to contact the Ideagen Support Team, Customer Success Managers, and Account Managers ü Discover self-service training resources, webinars, and user guides
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In this course, we'll cover how to upload files and folders, set up workspace structures, and apply access permissions in Ideagen Collaboration Portal, ensuring your workspace is structured, secure, and ready for collaboration. 4 - 6 mins Learning objectives: ü See how to upload files and create folder structures ü Understand how to configure access permissions for teams and individuals ü Apply and modify access levels for folders and subfolders
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In this course, you will learn how to plan and set up a new workspace, structure teams, define access levels, and create workspaces efficiently using templates in Ideagen Collaboration Portal. 3 - 5 mins Learning objectives: ü Plan and structure a workspace for efficient collaboration ü Assign teams and configure folder access levels ü Understand how to use workspace templates