Platform

Platform Essentials

• About the Platform
• Date Formats in Helm CONNECT
• Number Formats in Helm CONNECT
• Set Up Number Rules
• Password Security Options
• Email Notifications

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Setting Up Your Company

• Overview of Your Company
• Set Up Divisions
• Set Up Departments
• Set Up Locations

Setting Up Users and People

• Overview of Users and People
• Set Up Roles
• Set Up Positions
• Set Up Users
• Set Up People
• Set Up Nationalities

Setting Up Assets

• Overview of Assets
• Set Up Assets
• Set Up Asset Types
• Set Up Asset Custom Fields
• Use Groups to Manage Your Assets
• Limit Users to Assigned Assets

Setting Up Spaces

• Set Up Spaces

Single Sign-On

• Single Sign-On for Helm CONNECT
• Configure SSO for Helm CONNECT with Azure AD
• Configure SSO for Helm CONNECT with Okta

Multi-Factor Authentication

• Multi-Factor Authentication in Helm CONNECT