action center quick start guide

Modified on Wed, 16 Aug 2023 at 11:24 AM


The Action Center is a place for your staff to get notifications on items that require a response from them (think time sheet approval, report reviewing, and document signing). To turn on the Action Center for your staff, you'll need to update their staff roles. Here are the steps. 

Staff Permissions

In order to access the Action Center, you'll need to turn it on in each applicable Staff Role. 

  1. On the left, in your Mission Control, click the Reporters, Staff, & Sites.

  2. On the right, click Manage staff roles.

  3. Find the role you would like to change and click the Edit link.

  4. When the window opens, you can turn on permissions to access the Action Center in the following areas: Time Sheets, Report Management, and Group Management.

    • Time Sheets:
    • Report Management:
    • Group Management:
  5. To save your changes, scroll to the bottom of the window and click Update.

Video Resource: Quick Start Guide

Video Resource: Getting Started with the Action Center

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