Carve System Documentation (Internal)
Account Navigation Menu
The Account Navigation Menu is accessed by clicking the dropdown arrow beside your name in the upper right corner. The following options are available: Profile Company Details Help About Carve Sign Out The dropdown menu also indicates which Region ...
Setting Up and Managing your Carve Account
Once you have been set up as a user in Carve, you will receive an email with instructions for setting up your account. Set up your account Look for the 'Welcome to Carve!' email in your inbox. Click the button to Activate your account. In the new ...
First Steps in Getting Started with Carve
To help you get started with using Carve, here are the first articles to start with: Adding New Template(s): While setting up a new Carve account, Company admin users choose what assessment templates will be activated. Afterwards, Company Admin and ...
Navigating Carve
Main Menu Based on user’s role, they will see the following menu items: Projects – the main project dashboard Analytics – to compare individual projects against the organization’s portfolio and industry benchmarks Admin – administrators can manage ...
Carve Editions
Depending on Carve edition and user role, the user interface will be slightly different once logged into Carve. The table below provides a general guideline on user accessibility to Carve features. Refer to the User Roles section for more detail on ...