Administrator Tools Overview

The Administrator Tools section consists of multiple different admin areas depending on the system setup and the tools required. To access the various tools:

1. Click on the Admin Tools button on the top right hand corner of the Dashboard

 

A new Admintools window will open. The list of Admintools can be maximised or minimised using the 'X' button above the list:

 

2. Click on the relevant area

  1. Alert Manager - Configure alerts to be displayed to targeted user groups when they login.
  2. Application Manager - Manage Site Applications and Access.
  3. Attribute Management - The Attribute Manager is a centralized source to manage meta attributes to be used and displayed throughout the system.
  4. Archive Manager - The Archive Manager allows system administrators to set archive and purge rules against all content types.
  5. Content Templates - Admintool for creating article templates
  6. Currency Manager - Assign a symbol to a particular currency
  7. Dashboard Manager - Create a number of different dashboards for the site and control access to each dashboard.
  8. Digest Manager - The Digest Manager allows reports to be sent on a daily/weekly basis.
  9. Email Log Manager - Verify emails sent from the system
  10. Email Manager - Manage system email content
  11. Form Builder - The Form Builder provides the tools to add and remove fields, edit forms, configure dependencies and more.
  12. Form List Manager - Manage the column structure used in your form lists.
  13. Form View Config - Manage the form view configs i.e. the ‘layouts’ that appear in the dropdown on a form list
  14. Metrics - View metric reports on various statistical elements of the system.
  15. Notification Centre - Manage the system notification for Task and Approval reminders.
  16. Previewer Manager - Create "Previewer Views" to turn on and off features of the Previewer and update the label of the annotation status.
  17. Project Permissions Manager - Manage what users can create projects and also default access to projects
  18. Rate Card Manager - Manage the client rate cards
  19. Resource Manager - Manage Roles, Event types and working week details for the resource manager.
  20. Template Builder - Here you can manage project template layouts as well as accessing advanced configuration settings.
  21. Timesheet Manager - Manage the timesheets
  22. User Management - An area to add and remove users, create groups and manage user permissions.
  23. Workflow Builder - A graphical Workflow Builder used to visually and interactively customize project workflow processes to your exact needs.