Review some common terms that you might see as you're working in Praxio.
The instance of Praxio you are working inside. You may have more than one account if you belong to multiple companies or are a member of a SubAccount.
A user type, the second highest level of user permissions.
The process of changing your team's workflow. Your goal is to get them to "Adopt" Praxio as their true company wiki- where they find all the knowledge they need every day.
Prioritize a piece of content with, or without a Due Date for your team.
The members of your account who will have access to content once it is Published.
A tool for organizing your Checklists and Trainings inside of your account. Available for all users on the account.
Work with another user to create content by inviting them as a collaborator. They will have access to Edit and View the content without it being Published.
Duplicate your work from one piece of content to another.
Checklist (formerly called Playbooks)
A set of checkboxes and tasks that walk users through the step-by-step completion of a repeatable objective or project.
Completely remove a piece of content or a user from the Praxio database.
An Unpublished piece of content that is only visible to the editors (until it is Published).
Update or make changes to a piece of content (one you create or that you are a collaborator on).
The dashboard you will return to every time you login to Praxio. Houses all of the recent items you've been working on and provides updates on changes since you last logged in.
Import allows you to mass invite new users to you account by uploading a list of their name and email addresses.
Add a new user to your account by inviting them- either individually or through the Import option.
A license allows you to share content downloaded from the Marketplace. One license pertains to one user- you can share as much or as little content with one user and you will only use license.
Logo refers to a specific company image that all users on your account will see when they login after you upload it.
Playbook (Changed to Checklists)
The initial name for the content-type now called "Checklists."
SAML/Single Sign On
- Set up Single Sign On (SSO) using Security Assertion Markup Language (SAML)
- Add a Team to Your SAML Assertion
A user type, the highest level permissions, usually the paying member on the account.
Assign content, track performance, and make content available to a specific set of users.
Best-in-class blueprints available for you to create, edit, and make your own content.
Trainings are your opportunities to provide in-depth context, training, and knowledge for your team to fully understand an entire concept. The Trainings section in your account allows you to view all Published Trainings available to you.
Remove viewing access to something that has been previously Published on your account.
The name given to the basic level account permissions. User can also describe the individual interacting with software at any given time. For example, you, as a person reading this, are a User of this section of the website.