SET UP & MANAGING

Designed to help Account Admins get your account, groups and members setup as well as managed.

• Setting up your Clinked portal
• Account Settings
• Account Branding
• Creating a New Group
• Adding Members
• Two-Factor Authentication
• Notifications
• Reachout
• Subgroups
• Custom URL
• Group Trash
• Tags in Clinked
• User Tags
• Subgroups vs. duplicating a group
• Audit Trail
• SAML Single Sign On (SSO) Configuration
• Setting your Time Zone
• Group Settings
• Custom Email Domain
• Permissions