Get the full rundown on Roadmunk account administration - whether you’re new to our roadmaps or want to optimize your existing setup, this learning session is for you! Streamline your processes and make the most of Roadmunk.
We’ll dig into the nitty-gritty of managing users, roles, permissions and roadmap ownership. You will learn:
User management and how to assign roles such as account administrator, collaborator, and reviewer
The different levels of permissions and how to manage them effectively
Best practices for account field standardization and management, including the difference between account fields and roadmap fields, field naming conventions, promoting and merging fields, and roadmap naming conventions
How to create different visualizations and build custom template
Негізгі бет Learning Session: Roadmunk for Account Administrators - March 2023
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