Category Archives: Account Management
Adding and removing Users from a Team
- Posted on Aug 30, 2021
Adding Users to a Team There are several ways to add a user to a team. Creating/Editing a User When creating a user
Creating and editing Teams
- Posted on Aug 30, 2021
Teams are very important in the FiveLumens platform because of the following reasons: Users are assigned to Teams. Groups are the highest level
What is an Activity Log?
- Posted on Aug 30, 2021
An activity log shows all of the specific activities for the agent. There are 6 different activities that will show in the activity
Tips on building your organizational structure
- Posted on Aug 30, 2021
Building the organization is one of the most important steps in being successful. Before you begin creating your organization think about these questions:
Creating and editing Groups
- Posted on Aug 30, 2021
Groups are very important in the FiveLumens platform because of the following reasons: Trainings, Coaching Forms and Scorecards are assigned to a Group.
Roles and Permissions
- Posted on Aug 30, 2021
A FiveLumens account has eight user roles: Account Owner Global Admin Group Admin Team Leader Team Admin Quality Analyst Trainer Agent A FiveLumens
Changing Password
- Posted on Aug 30, 2021
There are three main ways you can change your password. Profiles and Preferences If you are logged into your account already, it is
Creating and editing Users
- Posted on Aug 26, 2021
There are two ways to create users for your account; individually or bulk upload. Create Users Create Individual User To create an individual
Creating a FiveLumens Account
- Posted on Aug 25, 2021
We are excited for you to begin using FiveLumens learning, coaching and quality platform. All of our accounts come with a free two