Dashboard Management
- What is the Dashboard?
- How do I add a Tile to the Dashboard?
- How do I arrange/reorder Tiles on the Dashboard?
Data Viewer
- How do I create a View?
- How do I filter/search records in the Data Viewer?
- How do I export data from my views in the Data Viewer to Excel?
Reports
- How do I run/generate a report?
- How do I access reports from the Home Page?
- How do I access reports from the Data Viewer?
Working with Records
- How do I renew a record? / How do I perform a renewal?
- How do I clone (copy) a record?
- How do I resend a system-generated email?
User Management
- How do I add a new user?
- How do I assign a user access to a module?
- How do I disable/deactivate/remove a user?
Workflows
- How do I add someone to an email notification?
- How do I assign/add a user to a Title?
- How do I remove someone from an email notification?
Troubleshooting/Technical Information
- How do I reset my password? Or I'm a new user and my activation link expired.
- How do I clear my browser cache? (Google Chrome or Microsoft Edge)
- I got an error message that says “We hit a snag”—what does it mean?
- What browsers are supported for using GovPilot?