All help topics
Operate
Maintain the software register, renewals, credit reviews, people and engagement.
5 articles
Articles in Operate
Use the leaderboard and engagement features
Explore participation, manage badges and keep engagement separate from authority.
#leaderboard#engagement#badges#points#participation#filters
Manage stakeholders
Maintain reusable participant profiles, communication and project involvement.
#stakeholders#directory#internal#external#archive#restore
Manage the team directory
Add members, resolve invitations and join requests, and maintain responsibilities.
#team#member#invite#join request#role#seat limit
Run credit reviews
Manage vendor financial evidence across workspace and project worklists.
#credit review#finance reviewer#financial health#credit report#red flags#vendor risk
Manage the software register
Maintain software ownership, cost, contacts, contract dates and renewal activity.
#software register#asset#contract end#renewal calendar#annual spend#contacts