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ETO Administration

Enterprise, Site, and Program Administration, Batch Upload, ETO Connect, and API Documentation

101 articles
Site Administration

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.
Enterprise Administration

Federated SSO | Select From Multiple User Pools
ETO Engage Terms of Service
FAQs | SQL Database ExportsThis living document provides answers for common questions regarding recurring and one-time ETO database exports.
FAQs | Federated SSOFirst time SSO user in ETO? Seasoned SSO veteran? This article will compile a list of common questions related to Single Sign On in ETO.
Federated SSO | Overview & How-ToHow to manage Single Sign-On in ETO #SSO #SingleSignOn #Login
Enterprise | Manage Workflow Templates#Enterprise #Workflow
FAQs | SFTP (Secure File Transfer Protocol)SFTP is an added feature utilized by ETO customers to transfer data to ETO. This article gives an overview of setting up SFTP.
Duplicate Participants | Enterprise Participant Automatic Link#Enterprise
Editing Home Pages#Enterprise
Sandbox | Log In and Manage AccountsSandbox logins and user accounts.
Add-Ons | ETO Sandbox
Restrict User Access to Single Participant Record
Edit Home Page Links List#Enterprise Before adding links to your Home Page, remember that user role based access rules do not apply to links added to the home page.
Database Backups, Data Imports and ExportsThis article reviews available features or services for backing up, importing and/or exporting data in ETO.
Manage My Enterprise#Enterprise
Enterprise Participants | Sync Participant Demographics#Enterprise
Add-On | Add Context Bar for Users
Add New Site#Enterprise
Add Legal Use Statement to Enterprise#Enterprise
Enterprise Enroll: Search Settings#Enterprise This article explains the Search Settings for Enterprise Enroll. This feature is only applicable for Enterprise Managers.
TouchPoint Security for ETO Engage
Enterprise Participants | Duplicate Participants#Enterprise Enterprise Participants is a feature to determine the unique and unduplicated count of all Participants across the enterprise.
ETO Engage SetupUse these steps to double check that your ETO Engage configuration is set up correctly.