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Enterprise Admin: Dashboards, Batch Upload, Program Groups
Enterprise Admin: Dashboards, Batch Upload, Program Groups

Make your system more efficient by building out dashboards and admin features.

124 articles

Redirect Home Page to Dashboard HTML#HTML #HomePage #Redirect #Dashboard
Creating Dashboard Messages
Manage Dashboard Messages | Assigning to Programs and Users#Dashboard #Message #Program #Administration
Dashboards (Templates, Messages, Home Page) | Main Page#DashboardTemplates #Dashboard #Messages #HTML #MainPage
HTML and Hyperlinks in ETO | Main Page#Dashboard #Message #HTML #CSS #link #links
Messages | Create a Message#Enterprise Send a message to other ETO Users within your Enterprise.
Create Hyperlink to a TouchPoint
My Dashboard#Enterprise Dashboard, Links
TouchPoint Dashboard#Enterprise TouchPoint, Dashboard
ETO Dashboard Parts Catalog#Enterprise Dashboard Parts
Staff Dashboard#Enterprise
Dashboard Part | Recent TouchPoints#Enterprise
Dashboard Part | Internal Referrals#Enterprise
Entity Dashboard#Enterprise Entity, Dashboard
Collection Dashboard#Enterprise Collections
Participant Dashboard#Enterprise Participant
Family Dashboard#Enterprise Families, Dashboard
Group Dashboard#Enterprise Groups
Basic HTML CodesThe following HTML codes can helpful for creating bulletins and label only fields.
Manage Dashboard Messages | Sample Dashboard Icon Links HTML#Enterprise
Participant Program History vs. Programs Dashboard Part#Enterprise
Dashboard Reports | Embedded Report Viewer#Enterprise
Webi Reports on Dashboard#Enterprise
Dashboards | Dynamic Report Links#Enterprise
Dashboard Part | TouchPoint Information#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
Manage Dashboard Messages | Sample Admin Dashboard Message HTML#Enterprise
Dashboard | Participant Matches#Enterprise
Manage Dashboard Templates#Enterprise
Dashboard Part | Query Wizard#Enterprise
Dashboard Part | Program History#Enterprise
Dashboard Part | Participant Information#Enterprise
Dashboard Part | Group Participants#Enterprise
Dashboard Part | Group Information#Enterprise
Dashboard Part | Groups#Enterprise
Dashboard Part | Family Information#Enterprise
Home Page EditorHow to open the Home Page Editor and update HTML.

Unable to create SSO Login: Email not unique
Copy Site or Program in ETOTransfer data or copy configuration across programs or sites in ETO
FAQs | Federated SSOFirst time SSO user in ETO? Seasoned SSO veteran? This article will compile a list of common questions related to Single Sign On in ETO.
Add New Staff | Site Administration#Site Administration #Add User #Add New Users
User Roles in ETODescription of ETO User Roles and their capabilities, functionalities, and information on best practices.
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#Enterprise
Back Up/Restore ETO Configuration#Enterprise
Applying Site Navigation Templates#Enterprise
Manage My Site#Enterprise
Change Idle Timeout Interval#Enterprise
Change Default Program when Logging In#Enterprise change login landing page
Add or Remove Participant Fly-Out Menu Links | Quick Search#Enterprise | Quick Search
Manage Feeder Tables#Enterprise An overview of the Manage Feeder Tables functionality.
Manage Sites#Enterprise
Disable a Site#Enterprise
Manage Site Navigation#Enterprise
Manage Site Navigation | Additional Features#Enterprise
Manage Site Navigation | Custom Rules#Enterprise Create and manage custom or CxRules for Site Navigation features.
Who Is OnWhoIsOn or Who Is On #Enterprise
Manage User Accounts#Enterprise
Manage User Accounts | Disable User#EndUser
Merge User AccountsMerging two emails that exist in two unique Enterprises to one email that has access to both Enterprises.
Batch Upload Attachments | Setting up your SFTP clientBasic instructions on setting up your SFTP client for use with ETO's Batch Upload Attachments feature.
Multi-Factor Authentication Settings#Enterprise