Accounts & access
Personnel, roles, permissions, security, automation, and module access.
Setting it up
Configuration and management guides, grouped by the part of the portal they belong to.
Core12
Administrators6 minUnderstand roles, permissions, and feature accessThe essential admin guide to granting exactly the access a member needs.Administrators5 minAdd, invite, disable, and manage personnelKeep member accounts accurate without losing operational history.Administrators5 minConfigure general settings and modulesSet department-wide behavior, turn modules on, and ask for a module you don’t have.Administrators3 minRequest a custom moduleTell Station Clipboard about a workflow you need built inside your portal.Administrators5 minAutomate work with WorkflowsBuild, test, and publish an automation, then watch its runs and approvals.Administrators4 minUnderstand activity logs and audit historyKnow what is recorded, how long logs are kept, and where record history lives.Administrators8 minCreate a role and grant exact permissionsBuild a role around real responsibilities, test it safely, and avoid accidental department-wide access.Administrators8 minAdd personnel, certifications, and sign-in accessCreate a complete member record, assign roles, add qualifications, and confirm the invitation.Administrators8 minConfigure general settings, time, and modulesSet the department-wide values other modules rely on before rollout.Administrators8 minPublish, target, and track an announcementCreate a Dept Communications announcement with scheduling, audience, and acknowledgement tracking.Administrators8 minSend a scheduled or recurring email to members or rolesEmail named members or whole roles now, later, or on a repeating schedule from Dept Communications.Administrators8 minBuild, test, and publish a workflowAutomate a department process with triggers, actions, approvals, and simulated test runs.