Help Guide for Administrators – Plan2Ops

Help Guide for AdministratorsAntonio Rivera2021-05-18T20:54:17+00:00

Help Guide for Administrators

General Information & Tips

Privacy Policy Terms of Service Shortcuts

Account

Login and Logout Password Configuration Update Profile Language Configuration (EN/ES)Navigation

Filters

Types Pagination Sort Table Actions

Administrators Management

View Administrators Create or Edit Administrator Activate or Deactivate Administrator Administrator Role

Clients

View Clients Create or Edit Client Activate or Deactivate Client Manage Client

Users

View Users Create or Edit User Activate or Deactivate User Role Access Import Users See All >

Plans

Create or Edit Plan Copy Plan Delete Plan Reassign to Another Client Add or Remove Files See All >See All >

Tasks

Create or Edit Task Delete Task Duplicate Tasks Import Tasks Information See All >

Groups

View Groups Create Group Remove Group Assign or Remove Users

Dashboards

Active Plan Dashboard Completed Plan Dashboard Canceled Plan Dashboard Graphs and Time

Gallery

View and Download File

History

Plan History Task History Filter by Groups or Users Date Navigation

Reports

Plan Report Task Report History Report