• Two-Factor Authentication (2FA) Administration

      Two-Factor Authentication (2FA) is a form of multi-factor authentication intended to confirm a user's identity by utilizing a combination of identifying pieces of information to successfully login to the system.  Accessing 2FA Settings To access the Two-Factor Authentication settings for the system, click the Launchpad icon  and choose Setup. Click the Settings tab on the top of the screen, then click the Two Fa...

    label_outline For System Administrators label_outline Animation label_outline Two-Factor Authentication label_outline 2FA label_outline Login label_outline Trusted Devices label_outline Authentication
  • The Dashboard

    When you first log in to your account, you will see the Launchpad icon  at the top right of the screen. Clicking on the Launchpad icon will display the menu items. Click on Setup. This will take you to the System Setup screen, which displays the System Dashboard. The System Dashboard provides a high-level view of system activity, allowing you to view and manage basic user information. Dashboard Graph The System D...

    label_outline System Administration
  • The Client Merge Tool

    Duplicate client records occur when staff members create 2 or more records for one client. A duplicate client record can have the same Client Name, Client Date of Birth, and/or Client Social Security Number.  In the example below, there are two instances of client records with the last 4 digits of the SSN being 9144, and both birth dates are the same. You will notice, however that the name spellings are slightly d...

    label_outline System Administration
  • The Program Merge and Program Move Tools

    The Program Merge Tool  The Program Merge tool is designed to integrate program enrollments for family members who were enrolled individually by mistake. It is used to merge households regardless of whether the members have different program start dates. It can also be used even if some or all of the members of the household are no longer enrolled in the program. In the screenshot below, client Mufasa Lion is the ...

    label_outline For System Administrators label_outline Animation label_outline Enrolled in the wrong program label_outline Merge enrollments label_outline Group Enrollments