Introduction

The administration activity is split into five sections;

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By default you will have a template role that has all available activities. It is recommended you configure your required roles before creating the individual users. Selecting one of these thumbnails will open that activity in a new tab.

Default Roles

Admin User – full access (read and write) including Admin activity.

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Note: You will only be able to see a sub-activity if the master activity has been selected.

Dashboard

This is the default page for the Admin Activity, useful to view your Login details at a glance.

The Widgets layout can be changed in the same manner as the main Dashboard. Drag and drop to rearrange.

Last Logged In Widget

This Widget displays when the users last logged in, the date the users were created and if a user has 'Never' logged in.

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Select  to maximise the Widget to full screen.

Total Weekly / Monthly  Logins Widget

This Widget displays how many logins there have been into a week or month  – this is for both User Roles and User Aliases.  The Widget can be displayed data as a Pie Chart, Bar Chart or rotate between both.

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Select to maximise the Widget to full screen.

Weekly / Monthly Logins  Widget

This Widget displays how often a User Alias or User Role has logged in each Month or Week. There is a table of data at the top and a chart below.

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Select   to maximise the Widget to full screen.

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Managing Roles

Click  

The list of all Users is on the left hand side.  

Click on a Role to see the details in the Role Management section.  Each Activity or Sub Activity can be ticket to be included in the Role.

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Adding a new Role

Click Add Role

Role Name - enter the name of the new Role

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Tick boxes  - tick those that apply to this Role 

Click 

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Managing Users

Click on

Click Add User

Populate all fields that require input; required fields are marked with the symbol.

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Click Save to commit the changes. An email will be sent to the specified email address containing the password.

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Resetting Passwords

From the Manage Users tab, click on the User.

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An email will be sent to the specified email address.

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Managing Permissions

Click on 

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Adding a new Data Permission Group

Click OK

Drag and drop the the User(s) from the Available Users section to the Selected Users.

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Tick the Restricted field.

Bulk

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Importing

Click on  

Click 

Choose the File to upload.

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