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.
🎓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.
Learn About Group Management (Admin Portal)Overview of how Business Admins manage Groups (Sites) and Group-level settings in the ANVL Admin Panel.
Learn About User Management (Admin Portal)Overview of Admin Portal user management capabilities.
Understanding User Records in ANVLLearn how User Records are structured in ANVL and how identity, access, hierarchy, and metadata work together.
Access the ANVL Admin PortalSteps to access the ANVL Admin Portal from ANVL Manager.
Understand Groups (Sites) in ANVLExplains what Groups represent in ANVL and how they are used.
Understand the ANVL Org HierarchyLearn how ANVL’s organizational hierarchy is structured and how Groups (Sites) support reporting, assignments, and rollups.
ANVL Roles, Permissions, and Special Rights (Business Administrators)Understand how ANVL roles, permissions, and Special Rights work together so Business Administrators can design, assign, and govern access across the organization.
Understanding Group (Site) TagsExplains how to use Group Tags to model organizational hierarchy, reporting rollups, and integrations in ANVL.
ANVL Access Overview: What Users Can See and DoLearn 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.
Force Log Out a User (Business Administrator)Immediately end active user sessions to troubleshoot "Failed to Load" errors, and to ensure changes to Groups take immediate effect.
Bulk Update Users (Business Administrator)Update multiple user profiles at once.
Edit Users In-Line (Business Administrator)Edit individual user profile fields directly from the User Management table for one-off or unique changes.
Verify User Update Results & Resolve Errors (Business Administrator)Learn how to verify whether user updates were applied successfully in the Admin Portal and how to identify and resolve common update failures.
Bulk Inactivate Users (Business Administrator)Inactivate multiple user accounts at once to immediately remove access to ANVL.
Bulk Update User Group (Site) Access (Business Administrator)Add or remove Group (Site) access for multiple users at once using the Admin Portal.
Find Group (Site) IDs (Business Administrator)Shows how to locate Group IDs for bulk actions.
Understand User TagsExplains how User Tags are used for reporting and analytics.
Users Tab vs. Admin Portal: When to Use Each (Business Administrator)Preview: Learn when to manage users from the ANVL Manager Users tab versus the Admin Portal.
Bulk Create Users (Business Administrator)Create multiple user accounts at once using a CSV upload in the ANVL Admin Portal.
Remove Supervisor Status (Business Administrator)Learn how to remove Supervisor status from a user in the Admin Portal so bulk updates, group changes, or inactivation can proceed.
Reassign a User to a New Supervisor (Business Administrator)Learn how to reassign users to a new Supervisor in the Admin Portal while ensuring Group alignment so updates succeed.
Resolve Supervisor-Related Update Errors (Business Administrator)Learn how to resolve Supervisor-related errors during bulk updates, group changes, or inactivation by choosing the correct resolution path.
Clean Up Assignments When Moving Users Between Groups (Sites) (Business Administrator)Remove active assignments to prevent errors when moving users between Groups (Sites).
3️⃣ Group (Site) Management
Managing sites, hierarchy, structure, and lifecycle.
Bulk Group Creation (Business Administrator)Create multiple Groups (Sites) at once using a CSV upload.
Edit Group (Site) Information In-Line (Business Administrator)Edit Group (Site) information directly in the Group Management table to update site details and configuration.
Understand Integration Considerations for Group (Site) Changes & AdditionsExplains which Group (Site) changes in ANVL require review when ANVL is integrated with other Benchmark Gensuite applications.
Archive Group (Site) (Business Administrator)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).
Add Workflow Categories (Business Administrator)Create Workflow Categories at the Group (Site) level to enable workflow template deployment and user workflow selection.
Edit Workflow Categories (Business Administrator)Edit Workflow Categories to update how workflows are labeled, organized, and presented to users during publishing and execution.
Understand Workflow Categories (Business Administrator)Explains what Workflow Categories are, why they are required, and how they impact workflow deployment and user experience.
Delete Workflow Category (Business Administrator)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.
Add Work Item Categories (Work-First Orgs) (Business Administrator)Create Work Item Categories for Groups in Work-First organizations so users can categorize Work Items.
Edit Work Item Categories (Business Administrator)Edit Work Item Categories in the Admin Panel, which appear to end users as Categories when creating or editing Work Folders.
Understand Work Item Categories (Business Administrator)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.
Group (Site) Fields ReferenceReference guide to Group (Site) fields visible and managed in the ANVL Admin Portal.
User Fields ReferenceReference guide to User fields visible and managed in the Admin Panel and ANVL Manager Users tab.
ANVL Permissions ModelPermissions model for the ANVL application.
