Admin Training
We are so excited to have you joining the CanZell family! Below is the training you will need to succeed at your position!
Let's Get Started!
1. SET UP HOMEBASE (TIME & PAY)
Homebase is how your work hours are tracked and how you get paid.
What to do:
1. Open the Homebase invite emailClick
2. Accept Invite
3. Create your password
4. Log in successfully
2. Once set up, you will use Homebase to:
1. Clock in when you start working
2. Clock out when you stop
3. Clock out and back in for lunch
4. Do not start working until Homebase is set up.
When you are ready to start work each day, you will go to https://app.joinhomebase.com/
Slack
Slack is how the team communicates internally.
1. When you get your Slack invite:
1. Open the email
2. Join the workspace
3. Set your password
4. Add your full first and last name
5. Upload a professional profile photo
6. Once you’re in, keep Slack open while you’re working.
2. TO-DO LIST AT THE START OF THE DAY
This is where you share what you plan to work on today.
Each morning, after clocking in:
1.Go to the To-Do List channel
2.Post a list of what you plan to work on that day
3.This helps everyone stay aligned and avoid duplicate work.
3. ADMIN TIME OFF (WHEN YOU STEP AWAY)
This channel lets the team know when you’re not at your computer.
Post when:
1. You’re taking lunch
2. You’re stepping away
3. You’ll be unavailable for a bit
4. What to include
5. That you’re stepping away
6. About how long you’ll be gone
4. FINISH LINE (END OF DAY)
This is where you share what you completed today.
What to do
Before you log off:
1. Go to the Finish Line channel
2. Post the tasks you finished that day
3. Only include things that are fully done.
4. Example
5. Completed marketing engagement program
6. Posted in Facebook groups
7. Followed up with leads
8. This gives the team a clear picture of progress.
Dashlane
Dashlane Stores Login Info
1. GETTING SET UP IN DASHLANE
You will receive an email invite to Dashlane.
What to do:
1. Open the Dashlane invitation email
2. Accept the invite
3. Create your Dashlane master password
4. Log in successfully
5. Your master password is important.
6. Do not share it with anyone.
2. WHAT DASHLANE IS USED FOR
Dashlane stores login information for tools you may need, such as:
Software platforms
Websites
Shared accounts
Business tools
If you are given access to a system, the login details may already be saved in Dashlane.
Dashlane allows us to securely store, generate, and share login credentials without exposing passwords in email, text, or messaging platforms.
Social Media
Facebook Ads Training
To ensure brand consistency and platform compliance, you are required to complete our Facebook Training before accessing or managing any company Facebook assets.
Please complete the full training at the link below:
[Insert Facebook Training Link Here]
Facebook Training
When you go to set your commitments each week, you will click on the “My Commitments” tab on the left hand side.
ManyChat Training
The training will cover platform navigation, flow building, triggers and conditions, tagging and segmentation, integrations, testing procedures, and escalation protocols. You are not authorized to publish, edit, duplicate, or activate any flows until training is completed and approval is given.
You will now click on the pencil button and put in your 3 commitments for the week. This will include your Goal and Action Items for each. Remember they need to be actionable, measurable and specific. Once you have completed them, you will change the status of your commitment to completed.
All Things Outlook
Go to canzellportal.com
Search for email signature flares and click the corresponding button.
Review and ensure that your information is correctly input (first name, last name, email, phone number, title, etc.)
Click “Explore Signature Flares”
Choose the signature flare that you like and click the green button to copy the email flare to your clipboard
Go to Exchange Admin Panel and Click on Active Users.
Find the user you want to change the password. Click on Reset password. You can select the option where you set the password you can you check or uncheck the box that will require them to change it when they log in. Send them the new password.
To update the authenticator, scroll down the left had side of the admin page and click on all admin centers. Click on Identity. Click on users and find the user you want to update. Click on authentication method. Update the phone number and email address. Click Save.
Adding Users to “Everybody” Email Group
1. Access Teams and Groups
· In the admin center, go to Teams and Groups.
· Select Active Teams and Groups.
2. Locate the “Everybody” Group
· Search for the “Everybody” group.
· Click on the group name to view its details.
3. Add New Members
· Go to the Membership section.
· Click Add Members.
· Search for the newly invited guest user.
· Confirm their addition to the group.
Teams & Zoom
When sending out a calendar invite, you will want to remove the option to send a Teams link – since we use Zoom and it confuses people.
Make sure your settings are correct. Once your settings are correct, you won’t have to worry about it again.
While in your online option for your email in Outlook, you will click on the gear in the top right corner. Then click to open outlook settings.
Once in, click on Calendar on the left and then “Events and Invitations”
Make sure that the box next to “Add Online Meeting to all Meetings” is UNCHECKED.
Click Save and you are good to go!
If you need to log into Zoom to grab a recording, log into the zoom channel that has the recording via LastPass.
Once logged in, click on Recordings on the Left Side.
Once you find the meeting you want to download or email, click on that recording. Once you click on the recording, you can click on the Download button, or you can copy the link via email.
*Note: If you use the share option, make sure you either take the passcode off, or send the passcode with the link.
