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Teamworks AMS Admin 102: Configuring Workflows as an Administrator (classic UI)

Learn how to manage roles and access permissions, customize your Teamworks AMS site and configure advanced workflows.

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About this course

This course has been updated. You can access the latest version of the course here: https://academy.smartabase.com/teamworks-ams-admin-102-configuring-workflows-as-an-administrator

This course is designed for people who have administrator access to a Teamworks AMS site and need to perform any of the following tasks as part of their role:

  • Create and manage access permissions, including roles and restriction policies.
  • Update or create new page layouts for AMS on a web browser.
  • Upload resources.
  • Drive user engagement and compliance through automated notifications.
  • Configure workflow automations, including Smart flows and Smart saves.
  • Configure custom password policies.

Curriculum32 min

  • Course Outcomes
  • Help Center
  • Administrating a Workflow
  • Uploading Resources 3 min
  • Providing Access to Relevant Tools 3 min
  • Providing Access to Relevant Assets 3 min
  • An Example of How to Administrate a New Workflow 4 min
  • Driving Engagement and Compliance
  • Managing Web Layouts 2 min
  • Setting Up Daily Reminders 2 min
  • Setting Up Performance Alerts 3 min
  • Assigning Favorite Workflows 1 min
  • Adding System Messages for Web Users 1 min
  • Enabling Advanced Workflow Features
  • Using Smart Flows 2 min
  • Using Smart Saves 3 min
  • Using Restriction Policies 3 min
  • Configuring Password Policies 2 min
  • Test Your Knowledge!
  • Quiz | Configuring Workflows as an Administrator

About this course

This course has been updated. You can access the latest version of the course here: https://academy.smartabase.com/teamworks-ams-admin-102-configuring-workflows-as-an-administrator

This course is designed for people who have administrator access to a Teamworks AMS site and need to perform any of the following tasks as part of their role:

  • Create and manage access permissions, including roles and restriction policies.
  • Update or create new page layouts for AMS on a web browser.
  • Upload resources.
  • Drive user engagement and compliance through automated notifications.
  • Configure workflow automations, including Smart flows and Smart saves.
  • Configure custom password policies.

Curriculum32 min

  • Course Outcomes
  • Help Center
  • Administrating a Workflow
  • Uploading Resources 3 min
  • Providing Access to Relevant Tools 3 min
  • Providing Access to Relevant Assets 3 min
  • An Example of How to Administrate a New Workflow 4 min
  • Driving Engagement and Compliance
  • Managing Web Layouts 2 min
  • Setting Up Daily Reminders 2 min
  • Setting Up Performance Alerts 3 min
  • Assigning Favorite Workflows 1 min
  • Adding System Messages for Web Users 1 min
  • Enabling Advanced Workflow Features
  • Using Smart Flows 2 min
  • Using Smart Saves 3 min
  • Using Restriction Policies 3 min
  • Configuring Password Policies 2 min
  • Test Your Knowledge!
  • Quiz | Configuring Workflows as an Administrator