Training Plan Overview
🎯 What You’ll Learn
By completing this training, you will be able to:
Understand how access and permissions work in ANVL
Manage users and Groups (Sites) without impacting production
Use Admin Portal tools correctly, including bulk actions
Organize workflows using categories (without designing workflows)
Troubleshoot common admin issues using reference guides
⚠️ Important: All hands-on practice must be completed only in a Demonstration (UAT) Group.
🧭 How This Training Works
Each module follows the same simple flow:
Read a small set of focused help articles
Practice the task in a Demonstration / UAT Group only
Check that your results match what’s expected before moving on
🔐 Required Permissions
Before starting this training, make sure you have the following access:
Job Role: Business Administrator
Permission Level: Admin / ANVL Web
Special Rights: Admin Portal
🔎 Some practice activities may also reference Can Modify User or Workflow Management. These are not required to complete the full training unless specifically assigned by your organization.
⚠️ All practice must be completed in a Demonstration (UAT) Group only.
➤ Module 1: Access & Permissions Basics
🎯 What You’ll Learn
Where work happens in ANVL
What roles, Special Rights, and account settings control
What Business Administrators are responsible for
📘 Read These Articles
🛠️ Practice (UAT Group Only)
Open the ANVL Admin Portal
Review a user record and identify:
Their role (ADMIN or TECH)
What product access they have
Any Special Rights assigned
✅ You’re Successful When
You can explain why a user can or cannot perform a specific action
➤ Module 2: Managing Users
🎯 What You’ll Learn
How to create, update, and inactivate users
When to use the Users tab vs. the Admin Portal
How to avoid common update errors
📘 Read These Articles
🛠️ Practice (Demonstration Group Only)
Create a test user using a CSV
Update the user’s Group access
Edit one profile field in-line
Inactivate the user
✅ You’re Successful When
All updates apply without errors
You know which tool to use for different update scenarios
➤ Module 3: Supervisors & Assignments
🎯 What You’ll Learn
How supervisor relationships affect updates
How to fix supervisor-related errors
📘 Read These Articles
🛠️ Practice (Demonstration Group Only)
Reassign a user to a new supervisor
Remove supervisor status from a test user
✅ You’re Successful When
Supervisor changes complete without blocking other updates
➤ Module 4: Groups (Sites) & Hierarchy
🎯 What You’ll Learn
How Groups support hierarchy and reporting
How to create and update Groups safely
📘 Read These Articles
🛠️ Practice (Demonstration Group Only)
Create a new UAT Group
Update Group details in-line
Locate the Group ID
✅ You’re Successful When
Group changes appear correctly in hierarchy and access
➤ Module 5: Workflow & Work Item Categories
🎯 What You’ll Learn
What categories do and why they matter
How to update categories without disrupting users
📘 Read These Articles
🛠️ Practice (Demonstration Group Only)
Create a workflow category
Update the category name
Reassign workflows and delete the category
✅ You’re Successful When
Categories update without affecting active work
➤ Module 6: Group Cleanup & Lifecycle
🎯 What You’ll Learn
How to safely move users between Groups
When and how to archive Groups
📘 Read These Articles
🛠️ Practice (Demonstration Group Only)
Move a user between Groups
Clean up active assignments
Archive a test Group
✅ You’re Successful When
No assignment or access errors remain
➤ Module 7: Reference & Self-Support
🎯 What You’ll Learn
How to use reference articles to answer questions quickly
📘 Read These Articles
🛠️ Practice (Demonstration Group Only)
Look up and validate user and Group fields using the reference guides
✅ You’re Successful When
You can self-diagnose configuration questions without escalation
🔑 Training Complete
You’re ready to work as a Business Administrator when you can:
Complete admin tasks confidently in a UAT Group
Explain access decisions using the permissions model
Make changes without impacting production users
⚠️ Additional Reminder
Never experiment or train in Production Groups. Always use Demonstration / UAT Groups only for practice.