Use this link to share with your colleagues:
PM Admin Cert Module 01: Being Your Organization's PatronManager Admin: https://help.pm.leapevent.tech/a/1464195
Congratulations on taking your first step towards becoming a certified PatronManager Admin! In this first module, we'll set the foundation for working as an admin, focusing on:
- Salesforce vs. PatronManager
- Your help resources
- The Client Community
- User Management
- Profiles and Permissions
- Sandboxes
- Communications with PatronManager
- PatronManager Releases
Help Tab articles for this module:
- PatronManager vs. Salesforce
- How to Add a New User
- How to Reset a PatronManager User's Password
- Connecting an MFA Authenticator App to Salesforce
- What to Do When You Hire Someone (Onboarding New Staff)
- What to Do When Someone Leaves: Deactivating a User
- All About the Client Community
- Learning Options & Resources
- Sign Up For PatronManager Updates
- Using Profiles in PatronManager
- All About Sandboxes
Future Toolbox: