Strategy Portal

General

• What is the Strategy Portal?
• What is the Strategy Portal URL?
• Do I need a LifeWorks/TELUS Identity account as a first time Strategy Portal user?
• How do I get access to Strategy Portal as first-time user?
• How do I get access to Strategy Portal as returning user?
• How do I re-set my password?

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Portal Features

• What is Company overview page?
• What are the Default Settings?
• How can I change the date range?
• What is the "Change Date" Filter feature, and how does it work?
• How are calendar time filters defined?

Navigate Organizational Hierarchy

• Search Within your Organizational Hierarchy:

Managing your Organization users

• How do I delete users/remove their access?
• How do I edit user access?
• What is the User Management Interface?
• How can I onboard my client and/or create a new client user?
• How do I access User Management?
• How do I use the Search Functionality?

Reports Page

• How will my client know reports are available in the “Reports” section of the portal?
• How do we define reporting periods for Program Reports?
• What is the report format?