New article
Recently updated
Getting started as an administrator in the Classic UI
Who is this article for?
Advanced Administrators seeking access to Module Builder
An Active Support package or Success Plan and a Module Developer license is required.
If you hold an administrative position within your organization, you will have access to certain green text folders designated for administrators. You may frequently utilize some of these tools, while others may remain unused.
The following sections outline various functionalities and feature available within the system, each serving a distinct purpose to enhance user experience and administrative efficiency.
- Users: This section deals with the management of individual user accounts within the system. Administrators can add, remove, or modify user profiles, ensuring that each user has the appropriate access and permissions based on their role within the organization.
- Teams: Here, the focus is on the creation and management of teams within the organization. Teams can be formed based on various criteria, and this section allows for the assignment of users to specific teams, facilitating collaboration and communication among team members.
- Shared Tiles: This feature enables users to create and manage tiles that can be shared across different teams or users, promoting a more integrated approach to information sharing and collaboration of common links and reports.
- Admin Audit Trail: This critical functionality provides a comprehensive log of all administrative actions taken within the system. It ensures accountability and transparency, allowing administrators to track changes and modifications made by users, thereby enhancing security and compliance.
- Roles: The roles section allows for the definition and management of user roles within the system. Roles can be created to delineate permissions and access levels, ensuring that users can only access the information and functionalities pertinent to their responsibilities.
- Administrative Roles: This subsection focuses specifically on roles assigned to administrative users. It allows for the differentiation of permissions between standard users and administrators, ensuring that administrative tasks can be performed securely and efficiently.
- Subscriber and Module Roles: This area deals with the roles associated with subscribers and specific modules within the system. It allows for tailored access based on the needs of different users and the modules they are working with.
- Login Page Preferences & SSO Behaviors: This section allows administrators to configure preferences related to the login page, including the Single Sign-On (SSO) authentication process.
- Notifications: This feature enables admins to set preferences for module notifications, ensuring users stay informed about relevant assignment updates and changes. Administrators can also manage reassignment of user reporting and notification settings using the Miramar UI.
- Performance Statistics: This section provides insights into the performance of the system, allowing administrators to monitor key metrics and make informed decisions based on data-driven insights.
- Activity Dashboard: The activity dashboard offers a visual representation of user activities and system usage, helping administrators to quickly assess engagement levels and identify any areas that may require attention.
- Reporting Authorities: This feature allows for the designation of specific reporting authorities within the system, ensuring that reports are generated and reviewed by the appropriate individuals.
- Preferences: The preferences section enables users to customize their experience within the system, allowing for a more personalized and efficient workflow.
- Schedules: This functionality allows for the creation and management of schedules, ensuring that tasks and responsibilities are organized effectively across teams and users.
- Search Logs: The search logs feature provides a record of all search queries conducted within the system, enabling administrators to monitor usage patterns and improve the search functionality based on user behavior.
- Query Builder: This tool allows users to create custom queries to extract specific data from the system, providing flexibility and control over data retrieval processes.
- Datasets: This section focuses on the management of datasets within the system, allowing users to organize, access, and manipulate data efficiently.
- Data Import: The data import feature enables users to bring in external data into the system, facilitating integration with other platforms and enhancing the richness of the data available for analysis.
- Reporting & Charts: This functionality allows users to generate SSRS reports and visual representations of data, aiding in the analysis and presentation of information in an easily digestible format.
- Trend Profiles: This section enables users to create and analyze trend profiles, helping to identify patterns and trends in data over time, which can be crucial for strategic decision-making.