- User Guides
- Getting Started
- Organization Chart
- Job Descriptions
- Four Key Functions
- Four Key Functions
- Sub Functions
- Adding Processes to the Four Functions
- Deleting Processes
- Moving Processes from One Key Function to Another
- Moving / Recording Processes within a Key Function
- Printing Process Lists
- Process Color Identification
- Mark a Process as Complete
- Adding From a Process Library
- Process Documentation Tools
- Documenting Work Processes
- Edit Title and Objective of Process
- Creating New Process Tools
- Editing Existing Process Tools
- Delete a Process Tool
- The Deleted Folder
- Archiving a Process Tool and The Archive Folder
- Printing Process Tools
- Saving Process Tools
- Reordering Process Tools
- Inserting a Hyperlink
- Building Work Plans
- Deleting Tasks and Expectations
- Editing Existing Tasks and Expectations
- Check Lists
- Scripts
- Upload Files
- Documents
- Custom Forms
- Policy Notes
- Video
- Audio
- Using AI to Build Process Tools
- My Processes
- My Employees
- Process Assignment
- Reports
- Account Administration
- User Settings
- Training Webinars
- How to Videos
- Contact Support
With the Account Administration tools, you can:
- Create User Accounts: Add new users to the system.
- Define Access Levels: Set permissions and access levels for each user.
- Assign Positions: Allocate specific Positions to users.
Accessing Account Administration
- Click the “User Accounts”: Under the settings wheel in the upper-right corner of every page in TouchStone
Continue below for additional resources: