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Case ID: 019

Web Published: 7/12/2018

Minuet Administrator Certification Course 2021

We are excited to offer our 2021 Minuet Administrator Online Certification Course. For office administrators and power users, you will learn the key administrative functions of Minuet as we explore the Minuet System Settings and the Admin Console in depth.

When you register for this course, you will be assigned a class mentor (an Inteum account manager) to help guide you through the curriculum. Your mentor will also review and grade your weekly coursework.

We’ve structured the curriculum to build the solid foundation you need to administer your Minuet system with confidence. You will learn how to set up and manage security groups, manage user access rights, create user-defined fields and Sentinel rules, and tackle the most complicated data tasks.

Course Details

The course runs for three consecutive weeks, October 4-22, 2021. We will have live instruction on the Monday of each week, and will provide the recording for you to access anytime, at your convenience.
Course access through the Inteum Central Course Portal.
$725 USD per person – space is limited to 20 participants.

Course Schedule and Curriculum

Week 1 — Users and Security Groups

Manage Users
- User Record
- Logged In Users
Security Groups
- Setting Up a Security Group
- Manually Setting the Security for a Group
- Assigning Users to a Security Group

Week 2 — User Defined Fields and Sentinel

User Defined Fields
- Creating a UDF
- Creating a UDF List
- Placement of a UDF on an Inteum record
Sentinel Notification System
- Creating a Sentinel Rule

Week 3 — System Settings, Condensing records (Companies and Contacts)

Minuet System Settings
- Advanced Settings
- Auto Fill
- CMS
- Form Editor
Other Administration Tools
- Condensing Contact and Company records
- Record Audit
- Updating Inteum