Managing Your Saved Searches
This guide explains how to create saved searches using filters, apply saved search criteria, and remove saved searches when they are no longer needed. How to Create a Saved Search Step 1: Go to Filters…
CE App Org Admin User Guides
How to Manage Reports
The View Report feature is your centralized reporting hub. It brings together data from Users, Credentials, Education, and Attendance into a single, summarized view. Instead of navigating across different pages, you can now see everything…
Add Third-Party Integration Credentials to your Profile
Follow this step-by-step guide to securely add other login details, such as for CE providers, certification providers, and other important third-parties, into your account within the CE App. Who has access to this and why…
Managing Educational Approvals in CE Tracking
As an administrator within the CE App, you have the ability to manage Educational Approvals, allowing you to review and approve Continuing Education (CE) submissions made by users. However, please note that the approval feature…
Add New Admins to Your Organization
You’re an administrator at an organization within the CE App. Here’s how you can add other users as administrators for your organizations and give them similar permissions to yours. Add user to the org You…
Manage Other Admins/Users in Your Organization
You’re an administrator at an organization within the CE App. As an administrator within the CE App, you have the ability to manage other admins, managers, or secretaries within your organization. These individuals will have administrative…
Edit or Delete a Tracked CE
If you want to Edit/Delete a CE/course in the CE App, here’s how you do it : 1. Pick a CE from Your CE List Click on “Track CE” in the header menu to go…
Update Licenses or Credentials for Organizational Users
You’re an administrator at an organization within the CE App. Here’s how you can update (add, change, or remove) a license or credential for other users within your group. 1. Sign in as the user…
Track CE for Other Organizational Users
You’re an administrator at an organization within the CE App. Here’s how you can track continuing education (CE/CME) for other users within your group 1. Sign in as the user From the “User Admin” Page,…
How to Remove a User from Your Organization
You’re an administrator at an organization within the CE App. Now, one of your users or team members has gone on to other horizons (thus the beutiful horizon picture above). Here’s how you remove someone…
