To help our Epic account administrators become PowerUsers, we are hosting webinars on the basics as well as developing a series of short video tutorials which will supplement those already on the system. If you have an issue you would like to see explained through this process, and don’t find it here or in the Help section of Epic, please let us know when you register.
Don’t have time for a scheduled webinar? Click here to tune in to a recording of an earlier webinar.
If you are planning to register for our Epic 101 webinar, please take the time to view these three basic videos found in the Help section of your Epic account: Create a New Individual Report, Unassign Access Codes, and Manage Custom Messages. You can also find these below the registration form.
Create a New Individual Report – 2:50 min
This video demonstrates creating Everything DiSC Sales profiles with MyEverythingDiSC.com access using the new 3-tabbed method that includes the Import from Excel and Use Existing Reports functions.
Unassign Access Codes – 1:36 min
This example demonstrates unassigning access codes for a Five Behaviors team.
Manage Custom Messages – 6:35 min
Create custom email messages to save within EPIC. These messages are available for you to use when you send and resend Access Code Emails, and for communicating with clients.