Administration

The Handle Administration Portal enables Handle managers and IT administrators to manage users, permissions and features that are available to Handle users. e.g.: Add/Remove users, View licenses, Server errors, Copy user configuration, Copy saved searches, Manage access and permissions and more!

Admin Tools

1. Admin Tools – Getting Started
2. Admin Tools – View License Count & Clone User Rights
3. Admin Tools – Creating/ Deactivating Users
4. Admin Tools- Update Basic Profile Information/ Reset User Password
5. Admin Tools – Editing a User’s Profile
6. Admin Tools- Inventory
7. Admin Tools – Manager Access

Management

1. User Impersonation
2. Mass Edit
3. Archiving Data/ View and Restore Archived Data
4. Editable Drop Down Fields
5. Management Notes
6. Management Access to view/edit other users
7. Exporting Participants for a Mailer
8. Importing Prospect Lists form any Source
9. Target Marketing
10. Setting up Management Reports