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Enterprise Admin: Dashboards, Batch Upload, Program Groups
Make your system more efficient by building out dashboards and admin features.
137 articles
Multi-Factor Authentication Settings
Home Page Dashboard Redirect HTML
Creating Dashboard Messages
Assigning and Managing Dashboard Messages
Dashboards (Templates, Messages, Homepage, and Best Practices) | Main Page
HTML and Hyperlinks in ETO | Main Page
How to Create a Message
Hyperlink to Launch a Specific TouchPoint
Best Practices: Dashboard Parts and Templates
My Dashboard
TouchPoint Dashboard
ETO Parts Catalog
Staff Dashboard
Dashboard Part | Recent TouchPoints
Internal Referrals | Dashboard Part
Entity Dashboard
Collections | Collection Dashboard
Participant Dashboard
Families | Family Dashboard
Group Dashboard
Best Practices: Using Dashboard Messages
Basic HTML Codes
Manage Dashboard Messages: Dashboard Icon Links HTML
Programs Dashboard Part Visibility
Embedded Report Viewer | Dashboard Reports
Webi Reports on Dashboard | ETO Results | Dashboards
Dynamic Report Links | Dashboards | ETO Results
TouchPoint Information
Dashboard Part | SharePoint List
Dashboard Part | Legacy Recent Referral
Dashboard Part | Bed History
Dashboard Part | Search
Dashboard Part | Entity Matches
Dashboard Part | Entity Information
Dashboard Part | Collection Memberships
Dashboard Part | Recent Participants/Entities
Dashboard Part | Collection Members
Dashboard Part | Recent Assessments
Dashboard Reports | Main Page
Dashboard Part | Recent Efforts
Dashboard Part | Collection Information
Adding an Insight to a Dashboard
Manage Dashboard Messages: Sample Admin Dashboard Message HTML
Manage Dashboard Messages: Sample Staff Dashboard Message HTML (Legacy Features)
Dashboard | Participant Matches
Manage Dashboard Templates
Query Wizard ETO Part
Program History Dashboard Part
Participant Information
Dashboard Part | Group Participants
Dashboard Part | Group Information
Dashboard Part | Groups
Dashboard Part | Family Information
Participant Dashboard: Participant Information Customization
Can a Program or Site Be Copied?
Federated SSO | Frequently Asked Questions
Add New Staff | Site Administration
Unable to create SSO Login: Email not unique
ETO | User Roles
Site Navigation: How to change the names of menu items on the Navigation Bar
Site Administration: Create a new Program
Manage Release of Information Security
Manage User Accounts: Re-enable User Account
Back Up/Restore ETO Configuration
About Delete Fakes
Why isn't the Site Navigation Template working for my site?
Manage My Site
Manage My Site: Change Idle Timeout Interval
How to Change Default Program for Login Landing Page
Administration: Adding Links to the Participant Fly-Out Menu in Quick Search
How to Delete Menu Options on the Participant Fly-Out Menu
How-To: Create a Custom Site Navigation Rule
Manage Feeder Tables
Manage Sites
Where did my site go?
Manage Sites: Disabling a Site
Manage Site Navigation
Site Administration: Manage User Accounts
Manage Site Navigation: Additional Features
Site Navigation: Creating and Setting CxRules
How To Edit an Existing Site Navigation Custom Rule
Who Is On
Site Administration: Who Is On
Batch Upload | Family Touchpoint Response
Batch Upload | Required Questions in Touchpoints
Batch Upload | Participant Housing
Batch Upload to Create or Updated Fake Participants
Batch Upload | Main Page
Batch Upload | Participant (required demographics not required) (Legacy)
Batch Upload | Tips and Troubleshooting
Batch Upload | Caseload
Batch Upload | Referral Batch Upload
Batch Upload | Referrals to Entity
Batch Upload | Participant Assessment
Batch Upload | Collections
Entity | Batch Upload
Batch Upload | User Batch Upload
Batch Upload | Entity (required attributes not required) (Legacy)
Batch Upload | Participant
Batch Upload | Family Batch Upload
Batch Upload | Error Resolution
Batch Upload | TouchPoint Responses
Enterprise | Manage Workflow Templates
Managing Accounts and Logins in Sandbox
Add On | ETO Sandbox
Participants | When a Participant becomes a staff member/user
Why Am I Not Able to Edit Other User Accounts
Federated SSO
Backing Up / Extracting / Exporting Data
How to Add a Legal Use Statement to your Enterprise
Enterprise Participant Automatic Link | Duplicate Participants
Editing Home Page: Homepage Links List
Manage Release of Information: Manage Categories
Editing Home Pages
Enterprise Participants | Duplicate Participants
Enterprise Enroll: Search Settings
Add New Site
Manage My Enterprise
Enterprise Participants | Sync Participant Demographics