Protean Support
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Recent activity by Protean Support-
Form email-notification theme/branding
FORM BRANDING How do I brand a FORM so that the recipient will see our company logo in the body of the email/pdf? Do NOT apply a Theme with a logo applied … we’re going to add the image (logo) to ...
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Back Button (Browser Navigation)
If you are working with a FORM (form = any time a web page presents you with fields to enter data and then it saves that data when you Submit/Enter when your done) and submitted it (committed the d...
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Restore Question(s)
PROTEAN LMS (Learning Management System) How do I restore a question after I deleted it? Go to the Question bank that held the question(s) Tick “Also show old questions” Click on the “old question...
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Member Schedule Pattern
To ADD a pattern: Navigate to the member record via the "Members" module in the left hand menu. Click on the "Edit" button at the top. Click on the "Schedule Pattern" tab near the top of the memb...
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View Outreach Details
Click Clients from the left sidebar menu. A submenu will appear directly below. Click Outreach from the submenu. You will be taken to the Pending Outreach tab. This will display outreach events th...
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Read News
Click News on the left sidebar menu. Click the title of the News article you'd like to read. The news article will open and allow you to view it. ** Please note: Once you've opened a news article ...
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Member Profile - edit/update
Login to CoreNet. Hover your mouse overtop of your User Name in the top menu bar. This is located on the far right of the screen. Click My Profile from the drop down menu that will appear. Click ...
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Give Shift Away via Trade Shift
Log in and choose Schedule from the left menu Click on the shift you want to give away Click Edit Shift Click yes for Open trade shift [Thumbnail: Trade Shift Example] [Image: Trade Shi...
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Forgot Password
If you have forgotten your password, you can initiate a password reset by clicking the word "here" under the heading 'Forgot your password?'. This is located on the login screen. You can also conta...
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Add a Credential
Click Members from the left sidebar menu. A submenu will expand below. Click Credentials from the submenu. Click Add Credential from the top of the page. Choose the Credential Type. The status wi...