Ashley

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  • Setting up OneLogin SSO with Pathlight

    This document explains technical steps for your organization to set up OneLogin SSO (Single Sign-On) with Pathlight. SSO will provide users with convenience as well as high security.  This document...

  • Pathlight Support - Priority Levels

    When reaching out to the Support Team, we prefer that you input a priority that best fits your needs. Here are how we define our current priority levels:   P0 (Urgent) - This is defined as a concer...

  • Understanding Path Settings

    Your Pathlight Dashboard is a place where you can find all of your team's metrics. Looking at the dashboard initially, you'll find your team or group's priority metrics. If you click on that dropdo...

  • Adding a new team/group to your organization

    As your business grows, you will accumulate new team members and may need to create new teams/groups to further assist your customers. Within Pathlight, you are able to easily create new teams/grou...

  • Creating a Group Task

    Group tasks are a great way to engage your team or multiple people/teams at once. Tasks allow you to create assignments, which you can assign to a group of people with a corresponding due date.   T...

  • Inbox Basics

    Here we’re going to share with you some of the unique capabilities available within your Pathlight Inbox. You may find this similar to your typical email inbox with a few key differences.  Within ...

  • Creating customized Pathlight alerts

    Alerts help you stay in the know about important events or critical trends in real-time. With Alerts, you can create customized email and slack notifications about any performance changes you want...

  • 1-on-1 templates within Pathlight

    Templates within Pathlight allow for efficiency when creating meetings with a recurring cadence. Learning how to create a template for 1-on-1s will set you and your team up for success as you stay ...

  • The Dashboard for Managers

    This guide is meant to dive right in to our single pane of glass, the dashboard. Your dashboard is where all of your team's metrics live and where you have the ability to see how they’re performing...

  • How to add priority to a metric

    Every metric in Pathlight can have High, Medium, Low or No Priority. Priority levels impact health scores, natural language summaries, and notifications, and also help your team stay focused on wh...