• Configuring Two-Factor Authentication (2FA)

    This article outlines the configuration and use of Two-Factor Authentication (2FA) Security for System Administrators. 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 syste...

    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
  • Understanding the Dashboard

    This section discusses each item featured on 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...

    label_outline System Administration
  • Working With the Client Merge Tool

    This section discusses how to merge duplicate client records. 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. Y...

    label_outline System Administration
  • Working With The Program Merge Section

    This section discusses the features in the Program Merge Section. The Program Merge and Program Move tool are for System Administrators to fix issues with enrollments.  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 ...

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