Related Articles
User Activity Report
What is it? The User Activity Report displays the number of active days per user per month. (Please note: This report does not show the number of logins per user.) Active Day = day a user interacts with the Baldwin site Report updates the first of ...
Add user to another organization
Users assigned to the Client Administrator role across multiple portals have access to this feature. To add a user to another portal: Ensure you are a Client Administrator in both portals. Go to the user's profile and click on the Organizations tab. ...
Baldwin user training (Non-Admin)
Welcome to Baldwin! Click the links below or watch the video to learn the basics of the Baldwin system. Change your Password (Part 1) Manage Notification Preferences (Part 1) Update your User Profile (Part 1) Favorites / Bulletins / To-Do List (Part ...
Assigning a task to a user
Who can assign a task Any user can assign a task to a Contributor when the form is a draft. Form Owners can assign tasks to Investigators or Observers after submission. How to assign a task Tasks can be assigned in two different locations: Directly ...
Reactivate user
Who Can Use This Feature? Only users assigned to the Client Administrator role have access to this feature. How to Reactivate a User Go to the main Users Index page. In the search field, enter the user’s name and change the status dropdown to ...