IT- User Help & Support

How-to and informational articles design for, and visible to, end users.

How-to: Tableau Workbook Migration to Tableau Cloud
Summary This document is meant as a guide for migrating an existing workbook from Tableau Server (insiderreports) to Tableau Cloud. This pro...
Tue, May 27, 2025 2:36 PM
How-to: Moving a Freshservice Ticket from one Workspace to Another
Summary Connor Group has expanded the use of the helpdesk ticketing system Freshservice to include other departments under the same account, the depar...
Tue, May 27, 2025 2:38 PM
How-to: Clearing Browser History, Cookies, Cache
Clearing your browser history is probably the first troubleshooting step to resolve web browsers running slow, sites not loading properly or login credentia...
Tue, May 27, 2025 2:42 PM
How-to: Use "Scheduling Privilege" in Zoom
"Scheduling privilege" is designed for a user or an executive admin to: Assign or delegate a user or multiple users in your account to sc...
Tue, May 27, 2025 2:56 PM
How-to: Edit your Outlook Email Signature
Table of Contents Get your Signature New Outlook Classic Outlook Outlook for Mac Get your Signature Open your browser and go to CG Insi...
Tue, May 27, 2025 3:06 PM
How-to: Set Retention and Archive Settings in Outlook
Email Retention and Archive Policies are efficiency processes to manage the lifecycle of email messages based on organizational compliance requirements. Thi...
Tue, May 27, 2025 3:08 PM
How-to: Install new Outlook Plugin for Salesforce
To use this plug-in you must be in the 'Salesforce Outlook Plugin - Access' group. There is an older version of this plugin that is not supporte...
Tue, May 27, 2025 3:09 PM
How-to: Delete your CG Email from iPhone
Deleting Email Account: From the Home screen, navigate: Settings  > Passwords & Accounts. Note: If unavailable, navigate: Settings > Ac...
Tue, May 27, 2025 3:53 PM
Info: FinOps SnowFlake Accounts
The FinOps and Digitial Solutions divisions have access to a SnowFlake instance.   Within in the Snowflake instance a database is created for each clien...
Tue, May 27, 2025 3:59 PM
Info: FinOps / Digital Solutions SnowFlake Data Protections
The “Time Travel” feature in Snowflake is set to 30 days of retention.  That means Using Time Travel, you can perform the following actions within a 3...
Tue, May 27, 2025 3:59 PM