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ANVL Insights (Manager Dashboard)

Review activity, manage assignments, users, Vault content, and site-level operations in ANVL Insights.

3 authors52 articles

Assignments

Create and Manage Workflow Assignments and Schedules.

How do I assign a workflow?Use Assignments in ANVL Insights to assign a workflow to one or more people. This is best for one-time assignments.
How do I modify an assignment?Use Assignments in ANVL Insights to update the details of an existing assignment.
What are assignment schedules?Assignment schedules are recurring assignment rules in ANVL Insights that automatically create assignments on a set cadence.
How do I schedule recurring assignments?Create and manage recurring assignments using Schedules in ANVL Manager to automatically assign workflows on a set cadence.
How do I modify a recurring assignment schedule?Update an existing Schedule in ANVL Manager to change how future assignments are created.
What are Team Assignments?Assign any workflow to cohorts of users
How do I assign workflows to a group of users (Team)?Walkthrough of how to create Teams & Assignments
What does Expire on Due Date mean in an Assignment Schedule?Expire on Due Date means the assignment can no longer be submitted after its due date passes. Use this option when late completion should not be allowed.
What does Create Assignments Now mean in an assignment schedule?Create Assignment Now creates the first assignment immediately instead of waiting for the first scheduled cycle.
What are these "Generated by Assignment" Work Folders?Generated by Assignment folders are Work Folders the system creates automatically when an assignment is created without selecting a specific Work Folder.

Users

How do I add a new user in ANVL Insights?Learn how to create a new user account in ANVL Manager so a new hire can access workflows and site resources.
How do I resend a Welcome Email for a user?Learn how to resend a Welcome Email when a new user’s temporary password has expired before first login.
How do I inactivate a user in ANVL Insights?Learn how to inactivate a user account in ANVL Manager when someone no longer needs system access.
How do I change a user’s language setting in ANVL Insights?Learn how to update the system language for a user in ANVL Manager and understand what the language setting does and does not affect.
How do I reactivate a user account in ANVL Insights?Re-activate an inactive ANVL user to immediately restore platform access.
How do I modify a user in ANVL Insights?Learn how to update a user’s profile, access, and site assignment in ANVL Insights.
How do I add a user to multiple Groups?Does some one on your team need access to multiple Anvl groups?
How do ANVL permissions work?Understand how ANVL permissions work, what Site-Level Admins can assign, and when to involve a Business Administrator.
How do I move a user from one Group to a another?Did someone in your department change locations?
How do I remove Supervisor status from a user?Learn how to remove Supervisor criteria so a user can be successfully inactivated. Resolve "One or more users are supervisors" error.
How do I create a Team?Build a cohort of users for your Group
How do I modify a Team?Update or inactivate Teams on the Users Page