Your Administration Panel
Remember the left-hand side navigation menu that we mentioned in our earlier post? Because that specific navigation menu serves as your go-to menu, you should find a section that reads, “Administration.” After clicking that Navigation button, you’ll quickly become introduced to one of our most powerful administrator features, Link Views.
Link Views are often used for information that is not updated every day, such as user information, security information, weekly, monthly, or yearly tasks, and much more. You can use Link Views for several types of content, including Forms, Search Lists, Documents, Websites, Workflows, and Reports.
Let’s Look At An Example!
One of the easiest ways to understand just how Link Views work to provide a more efficient administrative experience, let’s take a look at updating the info for one of the approved users.
First, click on the Administration button. Then, click on the Users link. From there, you can click on any one of your users to update their information. So, if you need to quickly update the contact information of one of your users, or perhaps one of your employees was recently married and decided to change their last name, Link Views give you the power to make those changes quickly and easily.
The Various Ways To Use Link Views
The most popular way our clients use Link Views is for document management. Imagine having all of your contracts, data-collection forms, and training documents at your fingertips…easily accessible by you and your entire team. Link Views can do that. Or having a place where all of your administrative workflows are located…Weekly Payroll exports over here, Monthly Reports over there, and Quarterly Data Syncs at the bottom. Link Views can help here as well.
In summary, Link Views is a highly efficient method to control the automation processes that your business relies on, albeit on an in-frequent basis!
Learn more by starting with a free Strategy Session today.