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Enterprise Admin: Dashboards, Batch Upload, Program Groups
Make your system more efficient by building out dashboards and admin features.
138 articles
Multi-Factor Authentication Settings#Enterprise
Home Page Dashboard Redirect HTML#HTML #HomePage #Redirect #Dashboard
Creating Dashboard Messages
Assigning and Managing Dashboard Messages#Dashboard #Message #Program #Adiministration
Dashboards (Templates, Messages, Homepage, and Best Practices) | Main Page#DashboardTemplates #Dashboard #Messages #HTML #MainPage
HTML and Hyperlinks in ETO | Main Page#Dashboard #Message #HTML #CSS #link #links
How to Create a Message#Enterprise Send a message to other ETO Users within your Enterprise.
Hyperlink to Launch a Specific TouchPoint
Best Practices: Dashboard Parts and Templates#Enterprise Tips to follow when setting up your Dashboards.
My Dashboard#Enterprise Dashboard, Links
TouchPoint Dashboard#Enterprise TouchPoint, Dashboard
ETO Parts Catalog#Enterprise Dashboard Parts
Staff Dashboard#Enterprise
Dashboard Part | Recent TouchPoints#Enterprise
Internal Referrals | Dashboard Part#Enterprise
Entity Dashboard#Enterprise Entity, Dashboard
Collections | Collection Dashboard#Enterprise Collections
Participant Dashboard#Enterprise Participant
Families | Family Dashboard#Enterprise Families, Dashboard
Group Dashboard#Enterprise Groups
Best Practices: Using Dashboard Messages#Enterprise
Basic HTML CodesThe following HTML codes can helpful for creating bulletins and label
only fields.
Manage Dashboard Messages: Dashboard Icon Links HTML#Enterprise
Programs Dashboard Part Visibility#Enterprise
Embedded Report Viewer | Dashboard Reports#Enterprise
Webi Reports on Dashboard | ETO Results | Dashboards#Enterprise
Dynamic Report Links | Dashboards | ETO Results#Enterprise
TouchPoint Information#Enterprise
Dashboard Part | SharePoint List#Enterprise
Dashboard Part | Legacy Recent Referral#Enterprise
Dashboard Part | Bed History#Enterprise
Dashboard Part | Search#Enterprise
Dashboard Part | Entity Matches#Enterprise
Dashboard Part | Entity Information#Enterprise
Dashboard Part | Collection Memberships#Enterprise
Dashboard Part | Recent Participants/Entities#Enterprise
Dashboard Part | Collection Members#Enterprise
Dashboard Part | Recent Assessments#Enterprise
Dashboard Reports | Main Page#Enterprise The Report dashboard part displays Standard and Custom reports, including custom reports built with ETO Results.
Dashboard Part | Recent Efforts#Enterprise
Dashboard Part | Collection Information#Enterprise
Adding an Insight to a Dashboard#Enterprise
Manage Dashboard Messages: Sample Admin Dashboard Message HTML#Enterprise
Manage Dashboard Messages: Sample Staff Dashboard Message HTML (Legacy Features)#Enterprise
Dashboard | Participant Matches#Enterprise
Manage Dashboard Templates#Enterprise
Query Wizard ETO Part#Enterprise
Program History Dashboard Part#Enterprise
Participant Information#Enterprise
Dashboard Part | Group Participants#Enterprise
Dashboard Part | Group Information#Enterprise
Dashboard Part | Groups#Enterprise
Dashboard Part | Family Information#Enterprise
Participant Dashboard: Participant Information Customization#Enterprise
Add New Staff | Site Administration#Site Administration #Add User #Add New Users
Federated SSO | Frequently Asked QuestionsFirst time SSO user in ETO? Seasoned SSO veteran? This article will compile a list of common questions related to Single Sign On in ETO.
Can a Program or Site Be Copied?
Unable to create SSO Login: Email not unique
ETO | User RolesDescription of ETO User Roles and their capabilities, functionalities, and information on best practices.
Site Navigation: How to change the names of menu items on the Navigation Bar#Enterprise
Site Administration: Create a new Program#Enterprise Steps to create a new Program within your Site.
Manage Release of Information Security#Enterprise Please speak to your account manager if you are interested in this feature.
Manage User Accounts: Re-enable User Account#Enterprise
Back Up/Restore ETO Configuration#Enterprise
About Delete Fakes#Enterprise This feature will allow you to delete any participant, entity, or POS element with the name of “Fake.”
Why isn't the Site Navigation Template working for my site?#Enterprise
Manage My Site#Enterprise
Manage My Site: Change Idle Timeout Interval#Enterprise
How to Change Default Program for Login Landing Page#Enterprise
Administration: Adding Links to the Participant Fly-Out Menu in Quick Search#Enterprise
How to Delete Menu Options on the Participant Fly-Out Menu#Enterprise | Quick Search
How-To: Create a Custom Site Navigation Rule#Enterprise
Manage Feeder Tables#Enterprise An overview of the Manage Feeder Tables functionality.
Manage Sites#Enterprise
Where did my site go?#Enterprise I can't find a site, or the name has changed. What happened?
Manage Sites: Disabling a Site#Enterprise
Manage Site Navigation#Enterprise
Site Administration: Manage User Accounts#Enterprise
Manage Site Navigation: Additional Features#Enterprise
Site Navigation: Creating and Setting CxRules#Enterprise Create custom rules for Site Navigation tools.
How To Edit an Existing Site Navigation Custom Rule#Enterprise
Who Is OnWhoIsOn or Who Is On #Enterprise
Site Administration: Who Is On#Enterprise
Batch Upload Attachments | Setting up your SFTP clientBasic instructions on setting up your SFTP client for use with ETO's Batch Upload Attachments feature.
Batch Upload | Required Questions in Touchpoints
Batch Upload | Participant Housing#Enterprise #Housing
Batch Upload | Family Touchpoint Response
Batch Upload to Create or Updated Fake Participants
Batch Upload | Main PageUploading data to ETO using the Batch Upload feature.
Batch Upload | Participant (required demographics not required) (Legacy)#Enterprise
Batch Upload | Tips and Troubleshooting#Enterprise Batch Upload, troubleshoot, best practice
Batch Upload | Caseload#Enterprise
Batch Upload | Referral Batch Upload#Enterprise
Batch Upload | Referrals to Entity#Enterprise
Batch Upload | Participant Assessment#Enterprise
Batch Upload | Collections#Enterprise
Entity | Batch Upload#Enterprise
Batch Upload | User Batch Upload#Enterprise
Batch Upload | Entity (required attributes not required) (Legacy)#Enterprise
Batch Upload | Participant#Enterprise
Batch Upload | Family Batch Upload#Enterprise
Batch Upload | Error Resolution#Enterprise
Batch Upload | TouchPoint Responses#Enterprise Batch upload
Manage Programs: Disabling a Program#Enterprise
Manage Programs: Participant Eligibility (Add-On)
Manage Programs: Setting up Confidential Programs#Enterprise
Manage Program Groups#Enterprise
Site Administration: Guest Programs#Enterprise
Manage Programs: What is a Confidential Program?#Enterprise
Manage Programs: Participant Capacity#Enterprise Please speak to your account manager if you are interested in this feature.
Manage Programs#Enterprise An in-depth overview of the Manage Programs feature
GET /API/Search.svc/Search/Enrollment
API | ADD or EDIT a participant/API/Actor.svc/participant/{useNullValues}
API | Main Page
API | How to Log into the API#Enterprise
API | GET, UPDATE, and ADD TouchPoint Responses on a Collection#Enterprise Used to view, update, and add TouchPoint Responses to a Collection
API | Dates in the API#Enterprise
API | GET and UPDATE Touchpoint Responses#Enterprise Used to update and view Touchpoint responses with the API.
API | UPDATE Touchpoint Elements#Enterprise
API | "Action" parameterThis parameter may be seen on several API calls.
FAQs | Automated Exports from Results Reporting (SFTP and OData)An article intended to help customers who have enlisted, or are considering enlisting, Professional Services retrieving data using API.
Enterprise | Manage Workflow Templates#Enterprise #Workflow
Managing Accounts and Logins in SandboxSandbox logins and user accounts.
Add On | ETO Sandbox
Participants | When a Participant becomes a staff member/user
Why Am I Not Able to Edit Other User Accounts#FAQ
Federated SSO | Overview & How-ToHow to manage Single Sign-On in ETO #SSO #SingleSignOn #Login
Backing Up / Extracting / Exporting DataBacking-up, extracting, exporting, and getting data out of ETO.
How to Add a Legal Use Statement to your Enterprise#Enterprise
Enterprise Participant Automatic Link | Duplicate Participants#Enterprise
Editing Home Page: Homepage Links List#Enterprise Before adding links to your Home Page, remember that user role based access rules do not apply to links added to the home page.
Manage Release of Information: Manage Categories#Enterprise
Editing Home Pages#Enterprise
Enterprise Participants | Duplicate Participants#Enterprise Enterprise Participants is a feature to determine the unique and unduplicated count of all Participants across the enterprise.
Enterprise Enroll: Search Settings#Enterprise This article explains the Search Settings for Enterprise Enroll. This feature is only applicable for Enterprise Managers.
Add New Site#Enterprise
Manage My Enterprise#Enterprise
Enterprise Participants | Sync Participant Demographics#Enterprise