ANVL Business Administrators
Use this collection if you are an ANVL Business Admin responsible for managing users, sites, access, and reporting structure in the ANVL Admin Panel.
By Lauren and 1 other2 authors38 articles
🎓Business Administrator Training
A step-by-step training plan for Business Administrators to learn how to manage users, Groups (Sites), access, and configuration in ANVL—safely and with confidence.
ANVL Business Administrator (BA) TrainingA step-by-step training plan for Business Administrators to learn how to manage users, Groups (Sites), access, and configuration in ANVL—safely and with confidence.
1️⃣ Getting Started & Access
Orientation, entry points, and access model understanding.
What Is Group Management in the Admin Portal?Overview of how Business Admins manage Groups (Sites) and Group-level settings in the ANVL Admin Panel.
What Is User Management in the Admin Portal?Overview of Admin Portal user management capabilities.
What Is a User Record in ANVL and How Does It Work?Learn how User Records are structured in ANVL and how identity, access, hierarchy, and metadata work together.
How Do I Access the ANVL Admin Portal?Steps to access the ANVL Admin Portal from ANVL Manager.
What Are Groups (Sites) in ANVL and How Are They Used?Explains what Groups represent in ANVL and how they are used.
What Is the ANVL Organizational Hierarchy?Learn how ANVL’s organizational hierarchy is structured and how Groups (Sites) support reporting, assignments, and rollups.
How Do ANVL Roles, Permissions, and Special Rights Work Together?Understand how ANVL roles, permissions, and Special Rights work together so Business Administrators can design, assign, and govern access across the organization.
What Are Group (Site) Tags and How Are They Used?Explains how to use Group Tags to model organizational hierarchy, reporting rollups, and integrations in ANVL.
What Can Users See and Do in ANVL Based on their Access?Learn how access to ANVL Workflows, ANVL Manager, and the Admin Portal determines what users can see and do across the platform.
2️⃣ User Management
Creating, updating, governing, and troubleshooting users.
How Do I Force Log Out a User in ANVL?Immediately end active user sessions to troubleshoot "Failed to Load" errors, and to ensure changes to Groups take immediate effect.
How Do I Bulk Update Users in ANVL?Update multiple user profiles at once.
How Do I Edit Users In-Line in the Admin Portal?Edit individual user profile fields directly from the User Management table for one-off or unique changes.
How Do I Verify User Update Results and Resolve Errors?Learn how to verify whether user updates were applied successfully in the Admin Portal and how to identify and resolve common update failures.
How Do I Bulk Inactivate Users in ANVL?Inactivate multiple user accounts at once to immediately remove access to ANVL.
How Do I Bulk Update User Group (Site) Access in ANVL?Add or remove Group (Site) access for multiple users at once using the Admin Portal.
How Do I Find Group (Site) IDs in ANVL?Shows how to locate Group IDs for bulk actions.
What Are User Tags and How Are They Used in ANVL?Explains how User Tags are used for reporting and analytics.
Users Tab vs. Admin Portal: When Should I Use Each?Preview: Learn when to manage users from the ANVL Manager Users tab versus the Admin Portal.
How Do I Bulk Create Users in ANVL?Create multiple user accounts at once using a CSV upload in the ANVL Admin Portal.
How Do I Remove Supervisor Status in ANVL?Learn how to remove Supervisor status from a user in the Admin Portal so bulk updates, group changes, or inactivation can proceed.
How Do I Reassign a User to a New Supervisor as a Business Administrator?Learn how to reassign users to a new Supervisor in the Admin Portal while ensuring Group alignment so updates succeed.
How Do I Resolve Supervisor-Related Update Errors?Learn how to resolve Supervisor-related errors during bulk updates, group changes, or inactivation by choosing the correct resolution path.
How Do I Clean Up Assignments Before Moving Users Between Groups (Sites)?Remove active assignments to prevent errors when moving users between Groups (Sites).
3️⃣ Group (Site) Management
Managing sites, hierarchy, structure, and lifecycle.
How Do I Bulk Create Groups (Sites) in ANVL?Create multiple Groups (Sites) at once using a CSV upload.
How Do I Edit Group (Site) Information In-Line in Group Management?Edit Group (Site) information directly in the Group Management table to update site details and configuration.
What Integration Considerations Apply When Changing or Adding Groups (Sites)?Explains which Group (Site) changes in ANVL require review when ANVL is integrated with other Benchmark Gensuite applications.
How Do I Archive a Group (Site)?Safely retire a Group (Site) by removing users, cleaning up assignments, and updating the Group status for reporting and integrations.
4️⃣ Workflow Configuration & Categories
Admin workflow organization and governance (not design).
How Do I Add Workflow Categories for a Group?Create Workflow Categories at the Group (Site) level to enable workflow template deployment and user workflow selection.
How Do I Edit Workflow Categories?Edit Workflow Categories to update how workflows are labeled, organized, and presented to users during publishing and execution.
What Are Workflow Categories and Why Are They Required?Explains what Workflow Categories are, why they are required, and how they impact workflow deployment and user experience.
How Do I Delete a Workflow Category?Safely remove a Workflow Category after workflows have been reassigned and archived to prevent disruption.
5️⃣ Work Items & Categories
Work-first org configuration and item classification.
How Do I Add Work Item Categories for a Work-First Organization?Create Work Item Categories for Groups in Work-First organizations so users can categorize Work Items.
How Do I Edit Work Item Categories?Edit Work Item Categories in the Admin Panel, which appear to end users as Categories when creating or editing Work Folders.
What Are Work Item Categories and When Should They Be Managed?Explains what Work Item Categories are, how they appear to end users as Work Folder Categories, and when they should be managed.
6️⃣ Reference & Lookup
Field-level references and non-procedural lookup content.
What Are the Group (Site) Fields in the ANVL Admin Portal?Reference guide to Group (Site) fields visible and managed in the ANVL Admin Portal.
What Are the User Fields in ANVL and Where Can They Be Edited?Reference guide to User fields visible and managed in the Admin Panel and ANVL Manager Users tab.
ANVL Permissions ModelPermissions model for the ANVL application.