Agenda

Objective:  Meeting your Consultant to review site structure, best practices, and design QA. Focus on setting up site structure and adding users.

• Design Q&A
• Channel and Section setup
• Review User Related Help Documentation
  • Passports Overview
  • Editing Privileges Overview
• Administrative Workspaces (Passport access) vs. Editing Workspaces (Sites & Channels access)
• Adding Users

Tasks to Complete

• Complete initial online training sessions
• Design Tasks:
• Template Package: Complete design template configuration. License and Publish district and school design templates.
• Made to Order Custom Template: Complete and return Requirements Document to Designer
• Setup channels, plan out sections, and add users manually or via section robot import file(s).
• Let your Project Manager know if you are interested in implementing secure LDAP.