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ETO Administration
ETO Administration

Enterprise, Site, and Program Administration, Batch Upload, ETO Connect, and API Documentation

100 articles

Enterprise Administration

Manage My Enterprise#Enterprise
Add New Site#Enterprise
Editing Home Pages#Enterprise
Edit Home Page 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.
Enterprise Enroll: Search Settings#Enterprise This article explains the Search Settings for Enterprise Enroll. This feature is only applicable for Enterprise Managers.
Database Backups, Data Imports and ExportsThis article reviews available features or services for backing up, importing and/or exporting data in ETO.
Enterprise Participants | Duplicate Participants#Enterprise Enterprise Participants is a feature to determine the unique and unduplicated count of all Participants across the enterprise.
Enterprise Participants | Sync Participant Demographics#Enterprise
Duplicate Participants | Enterprise Participant Automatic Link#Enterprise
Restrict User Access to Single Participant Record
Add-Ons | ETO Sandbox
Sandbox | Log In and Manage AccountsSandbox logins and user accounts.
Federated SSO | Overview & How-ToHow to manage Single Sign-On in ETO #SSO #SingleSignOn #Login
FAQs | SQL Database ExportsThis living document provides answers for common questions regarding recurring and one-time ETO database exports.
FAQs | SFTP (Secure File Transfer Protocol)SFTP is an added feature utilized by ETO customers to transfer data to ETO. This article gives an overview of setting up SFTP.
ETO Engage SetupUse these steps to double check that your ETO Engage configuration is set up correctly.
ETO Engage Terms of Service
TouchPoint Security for ETO Engage
Enterprise | Manage Workflow Templates#Enterprise #Workflow
Add-On | Add Context Bar for Users
Add Legal Use Statement to Enterprise#Enterprise

Site Administration

Manage My Site#Enterprise
Edit Existing Forms (TouchPoint, Referral, Collection Type, Approval)#Forms Edit TouchPoint, settings, Collection types, Referrals, Approvals
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.
Change Default Program when Logging In#Enterprise change login landing page
Change Idle Timeout Interval#Enterprise
Copy Site or Program in ETOTransfer data or copy configuration across programs or sites in ETO
Applying Site Navigation Templates#Enterprise
Back Up/Restore ETO Configuration#Enterprise
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.
Multi-Factor Authentication Settings#Enterprise
Add New Staff | Site Administration#Site Administration #Add User #Add New Users
Unable to create SSO Login: Email not unique
User Roles in ETODescription of ETO User Roles and their capabilities, functionalities, and information on best practices.
Manage User Accounts#Enterprise
Manage User Accounts | Disable User#EndUser
Manage User Accounts | Re-enable User#Enterprise
Merge User AccountsMerging two emails that exist in two unique Enterprises to one email that has access to both Enterprises.
Who Is OnWhoIsOn or Who Is On #Enterprise
Manage Release of Information Security#Enterprise Please speak to your account manager if you are interested in this feature.
Question Bank | Add and Edit Questions#Forms
Batch Upload Attachments | Setting up your SFTP clientBasic instructions on setting up your SFTP client for use with ETO's Batch Upload Attachments feature.
Add Logo to View TouchPoint Print Page#Forms Touchpoints