Site Administration
27 articles
Batch Upload Attachments | Setting up your SFTP clientBasic instructions on setting up your SFTP client for use with ETO's Batch Upload Attachments feature.
Unable to create SSO Login: Email not unique
Copy Site or Program in ETOTransfer data or copy configuration across programs or sites in ETO
User Roles in ETODescription of ETO User Roles and their capabilities, functionalities, and information on best practices.
Add New Staff | Site Administration#Site Administration #Add User #Add New Users
Add or Remove Participant Fly-Out Menu Links | Quick Search#Enterprise | Quick Search
Who Is OnWhoIsOn or Who Is On #Enterprise
Manage Site Navigation | Custom Rules#Enterprise Create and manage custom or CxRules for Site Navigation features.
Manage Site Navigation#Enterprise
Manage User Accounts#Enterprise
Manage Release of Information Security#Enterprise Please speak to your account manager if you are interested in this feature.
Manage My Site#Enterprise
Edit Existing Forms (TouchPoint, Referral, Collection Type, Approval)#Forms Edit TouchPoint, settings, Collection types, Referrals, Approvals
Multi-Factor Authentication Settings#Enterprise
Change Default Program when Logging In#Enterprise change login landing page
Change Idle Timeout Interval#Enterprise
Applying Site Navigation Templates#Enterprise
Manage Sites#Enterprise
Add Logo to View TouchPoint Print Page#Forms Touchpoints
Disable a Site#Enterprise
Manage User Accounts | Re-enable User#Enterprise
Back Up/Restore ETO Configuration#Enterprise
Manage User Accounts | Disable User#EndUser
Manage Site Navigation | Additional Features#Enterprise
Merge User AccountsMerging two emails that exist in two unique Enterprises to one email that has access to both Enterprises.
Question Bank | Add and Edit Questions#Forms
Manage Feeder Tables#Enterprise An overview of the Manage Feeder Tables functionality.