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Explore How-To's and learn best practices from our knowledge base.
Landing Page
Landing Page
1
Skills Base - Knowledge Base
General
Getting Started
5
Quick start guide for administrators
3 Step Guide to Getting Started
Setup Guide
Example Skills
Sam - Your AI-powered Customer Support agent
Licensing
6
Purchasing a license
Upgrading a license
Renewing a license
What happens if my license expires?
Activating a license key
See all 6 articles
Methods
3
How skill and interest levels are presented
How skills are assigned to people
Metrics
Legal
6
Master Subscription Agreement (MSA)
Terms of Use
Service Level Agreement
Privacy Policy
Terms and Conditions
See all 6 articles
FAQ
19
I can't find my organization's shortcut link
I forgot my password
Can Skills Base be hosted on-premises?
"This Skills Base instance is not yet ready" message
How do I get a Skills Base instance?
See all 19 articles
Administration and Configuration
Locations
3
Locations
Adding Locations
Disabling the Locations module
People
8
People
Adding people and enabling them to log in
People Finder
People Administration
Editing your own information
See all 8 articles
Qualifications
7
Qualifications
Disabling the Qualifications module
Qualification Modes
Qualifications - Pre-defined mode
Qualifications - Free Text Mode
See all 7 articles
Roles
4
Roles
Disabling the Roles module
Adding Roles
Using Roles to specify particular skill sets for people
Teams
5
Teams
Adding a team
Placing people into teams
Team Hierarchies
The legacy "(no team)" team
Skill Categories
2
Skill Categories
How skill category inheritance works
Skills
2
Skills
Skill sets
Permissions and Security Groups
6
Configuring Supervisors
Temporarily assuming a different Security Group
Auditing Permissions
Security Groups
Configuring Permissions
See all 6 articles
Settings
6
Settings
Modifying the rating scheme
Configuring the interest level feature
Mandatory fields
Environment type
See all 6 articles
Notifications
5
Administrator Notifications
Product Updates
Activity Log Digest
Self-Assessment Due
Supervisor Assessment Due
Assessments
0
Assessment
Assessments
6
Assessments
Fixed assessment due dates
Enabling/Disabling Assessment Types
Assessment Comments
Reset ratings
See all 6 articles
Competency
2
Competency Targets
Individual Competency Targets
Reporting
Reports
4
Reports
Trends Tab
Report Quick Links
Competency Analysis report
Default Reports
3
Heat Matrix
Capability Matrix
Permissions Audit
Custom Reports
1
Report Builder
Data Exports
13
Data Exports
Simple Export
Assessment Data - Detailed
Locations Export
People - Export
See all 13 articles
Dashboards
2
Location Dashboard
My Organization Dashboard
Technical
API
14
API introduction
Locations API
People API
People Finder API
Qualifications API
See all 14 articles
Single Sign On
9
Single Sign On
Active Directory Federation Services 2.0 (ADFS 2.0)
Updating AD FS configuration
Active Directory Federation Services 2016 (ADFS 2016)
Okta
See all 9 articles
Importing Records
1
Importing Data into Skills Base
Customizations
3
Customizations
Attachments
Options for integrating Skills Base with other systems
Security
3
Technical and Organizational Security Measures (TOMs)
Multi-Factor Authentication (MFA) - Administration guide
Multi-Factor Authentication (MFA) - User guide
Additional Modules
Training Module
5
Create Courses & Skill Mappings
Complete Training
Training Reporting
Training Module
Manually adding courses to a Training list
Customizations Module
2
Customizations Module
Multiple Roles
Languages
1
Language Translations
Advanced Features
1
Assessment Calibration
Skills Academy
Getting Started
0
Customer Onboarding
Customer Onboarding Guide
7
Welcome!
Set up Skills Base
Entering skills data
Extras
Training
See all 7 articles
Help Articles
Articles
12
Skills Directory
Roles Directory
Teams Directory
People Finder
People Directory - Help Article
See all 12 articles
Articles linked from Skills Base app
Articles linked from Skills Base app
1
Custom fields