Mark Bohn
- Total activity 185
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 113
Articles
Recent activity by Mark Bohn-
Dashboard: Managing content
How to manage content: displaying/posting data visualization (infographics) content Click on “Dashboard” (menu) Access desired tab to display desired content Adding (Editing) Tabs (placeholde...
-
Dashboard: Adding dashboard(s) from Protean's data visualization tool (DVL) to the Dashboard on your platform
Step 1. The dashboard, within the DVL, has to be enabled for “sharing”. If it has not be enabled then please email us to request that (can use support for this as well) When requesting, please p...
-
Tracking: How do I add an Assignment?
Choose ‘Tracking’ from the menu system Find and click the yellow ‘SETTINGS’ button Click on the green ‘+ ADD NEW ITEMS’ button located at the top of your screen Choose “Add Assignment” from the...
-
Tracking: How do I add a Location?
Choose ‘Tracking’ from the menu system Find and click the yellow ‘SETTINGS’ button Click on the green ‘+ ADD NEW ITEMS’ button located at the top of your screen Choose “Add Location” from the d...
-
Tracking: How do I add a Category?
Choose ‘Tracking’ from the menu system Find and click the yellow ‘SETTINGS’ button Click on the green ‘+ ADD NEW ITEMS’ button located at the top of your screen Choose “Add Category” from the d...
-
Clients-Messaging: How do I send a message?
To send a message to a specific person or company Pick the Person(s) or Group(s) you would like the message to be sent to Create a Subject line Type your Message Hit ‘SEND MESSAGE’ Notes: 1.T...
-
Messaging: Can I send a message to a group of people?
To send a message, click the ‘Messaging’ drop down, then ‘+ Send Message’ 2. Choose the type of Message you would like to send, Email or Text Message. 3. Pick the Group(s) you...
-
What is the difference in Members: Credentials and Locations: Credentials?
Members: Credentials This is where employees can upload and track the status of their personal credentials. Locations: Credentials This is used for Business License's and/or Vehicle Permits. You...
-
Outreach: How do I print my Outreach event?
Once logged in, click on 'Clients' from your left menu system Then choose 'Outreach' from the drop down. Find the Outreach event you want to print Click on the eye-ball icon (to the right) *not th...
-
I don't see where I can approve or deny an Outreach event.
If you are not seeing the buttons needed to approve or deny an Outreach event, your permissions may be incorrect. Please reach out to your Administrator for assistance.