Who is this article for?

Users seeking information on advanced settings.

Elevated roles that restrict User access and data visibility required.

Administrators are an organization’s application experts. They are the ones who know the application inside and out, put forth change requests, and manage the functionality of applications.

A company may choose to have one admin perform all administrative duties, or these duties may be split amongst multiple admins. Administrators need multiple administrative roles to perform their admin duties, each with a different purpose.

 Administrative functions are accessed from the gear icon on the left of the home screen. Depending on the assigned role this screen will have multiple groups of administrative regions.

Administrative tools

• General Administration: helping administrators manage user and team access, audit trails, and subscriber roles.
• Web Services: to coordinate incoming, outgoing, and search interface connections.
• Area Tools: manage settings that help users carry out their assignments. 
• Data & Analysis Tools: data storage, access, reporting, and analytical tools.

Administrative tips and guidelines

The following are guidelines and tips for users who have been given various IT and administrative roles:

• Writing Requirements: Tips for writing projects or support requests.
• Recommended Client Configuration: Tips for system, browser, hardware, and mobile configuration considerations.
• Deployment Considerations: Tips for configuring and deploying project or change requests.
• Managing Releases: Tips for grouping changes into scheduled and tested releases.
• Data Import: Tips for converting, mapping, and converting data.
• Security: An overview of an administrator's role to keep information safe and secure.
• Internationalization: An administrators guide for enabling languages.
• Person and Team Modules: An overview of person and team modules.
• Common Interface Guide: Person and Organization Interface Guidelines.
• Troubleshooting: Administrative troubleshooting tips.