← Field Track
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Phase 6 — Small-business IT operations

SaaS administration

QuickBooks, CRM, EHR, booking, POS and the apps that run the business.

What you will be able to do

Lessons

Area check

Pass at 70% to bank the area.

1. You inherit an unfamiliar practice-management system. What do you map first?

2. Why move a line-of-business app to SSO (Single Sign-On)?

3. What is the biggest offboarding gap in SaaS-heavy businesses?

4. A subscription is billed to a former employee's personal card. What does this indicate?