Admin Training helps administrators learn how to manage and maintain their Community Development solution. Through eight training topics, you will build the knowledge and confidence needed to use administrative tools, configure settings, and support your organization.
This article explains what is included in the training, what you will learn, and how to complete the training successfully.
Who can use this feature?
System Administrators | Container Administrators
Important Note:
If you do not have Container Administrator permissions in your system, you will not be able to complete the tasks in this guide. Please contact your administrator for assistance.
Introduction
Welcome to Admin Training!
This training series helps administrators learn how to manage and maintain their Community Development solution. Through eight short topics, you will learn the tools and settings used to support your organization every day.
By the end of this training, you will understand how to:
Manage users and accounts
Configure workflows
Update organization settings
Manage fees and financial settings
Work with forms
Use GIS features to support records and inspections
Use and support the Citizen Portal
Use administrative tools with confidence
Training Approach
We know your time is valuable. This training is designed to fit into your schedule and allow you to learn at your own pace.
As you complete the training, you can:
Learn when it works best for you
Move through topics at your own pace
Pause and return at any time
Rewatch videos whenever you need a refresher
Training Overview
Admin Training is a self-paced video series designed for System Administrators and Container Administrators.
The training is organized into eight topics that build your understanding of system administration. Each topic focuses on a key area of the platform and includes practical information you can apply right away.
We recommend completing the topics in order, but you can return to any section whenever you need a review.
After completing the series, you will have a strong foundation for managing your Community Development solution and supporting your users.
Topic | What You Will Learn |
|---|---|
Account and User Management | Create and manage user accounts, assign roles and permissions, set access levels, and add new administrators. |
Database Management | Manage record types and uses, maintain records, and create checklists. |
Workflow Management | Set up workflows, manage departments and groups, and update workflow statuses across modules. |
Organizational Settings | Configure organization-wide settings and notifications that affect the system. |
Fee and Financial Processing | Set up fees, manage payments, create default fees, and configure itemized fees for records. |
Forms Management | Create, edit, and publish forms used by staff and applicants. |
Parcel, Building, and GIS Management | Manage parcel and property information, maintain building records, and use Geographic Information System (GIS) maps and layers to support records and inspections. |
Citizen Portal | Understand how the Citizen Portal works and how community members interact with your organization online. |