Site Settings

Setting Your Site up for Success

• Key Roles
• Groundwork Calls
• Multi-Site Approach to Address Social Needs
• User Scoping
• Establishing Workflows

Branding Your Platform

• Site Simple Search Box
• Branding Basics & Options
• Branding Examples
• Customize My Site Tool
• Vanity URL

User and Group Management

• Site Tools
• User and Group Management Tool
• Single Sign On (SSO)
• Allowlist findhelp Domains

Search Configurations

• Search Configurations Overview
• Configured Navigation Configuration
• Featured Programs
• Boosted Programs
• Flyouts
• Site Simple Search Box Configuration

Care Management Configurations

• Care Management Configurations Overview
• Assessment Configuration
• Highlighted Search Configuration
• Program Recommendation Summary (PRS) Configuration
• Custom Seeker Profile Fields Configuration
• Kiosk Mode Configuration

Analytics Configurations

• Flexible Referral Fields
• Customer MySQL Database

Integrations

• Integrations Overview

Site Settings FAQ

• Changing Email Address or Name
• Data FAQ
• Security FAQ