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User Administration category comprises and describes all methods and tools that are designed to keep, classify, manage and maintain users data and relations and dependencies between them by using advanced features.
All detailed information about the individuals who gain access to your SimpleOne solution is contained in Users, Groups, Companies, Departments and Locations lists as data records with detailed information in table views which allows administrator simply manage basic entities.
Add a new record
You can add new records in listlists. To create a new record, please complete the following steps:
- Push New button on the top left;
- Fill in required fields on the form;
- Push Save button at the bottom or at the top of the form to save changes or Save and Exit button at the top of the form to save changes and leave the filling form.
Click the information icon on the left of the record's name field to view record details. To enter the record form press Open record button in preview form.
Delete a record
To delete a record, please select it switching on the checkbox on the left side of the list table and then click Delete button on the top right of the page.
You can delete the same way all the list records previously selecting them with the switched on checkbox on the left under the list table.
Sort records
You can implement fast list records sort alphabetically clicking on appropriate table column title fields.
Configure Form layout
You can change the form appearance customizing visible fields in form layouts with following actions below:
- Open the record form by clicking on a row in a table view or pushing Open record button in preview form;
- Enter the hamburger menu on the top left and select Configure→Form layout menu item;
- Customize list review in a desired way with Form Layout developer features;
- Push Save button at the top of the form to save changesand leave the form.
To apply saved types of views enter the Views menu option of the hamburger menu and select a required viewTo sort records by a custom condition click the filter icon to enter Condition Builder tool which allows creating conditions for the collecting of the fields dynamically formed, depending on the context.
Configure List layout
You can customize displayed change the list appearance customizing visible fields in list layouts by following with following actions below:
- Enter the hamburger menu on the top left and select Configure->Configure→List layout (spa) menu item;
- Сustomize list view in a desired way with List layout developer features;
- Push Save button at the top of the form to save changes and leave the form.
To apply saved type types of views enter the Views menu option of the hamburger menu and select a desired required view.
Table option in Configure menu item of the hamburger menu is used by SimpleOne Administrators to configure tables with advanced settings via Developer Tools.
Sort records
You can implement fast list records sort alphabetically clicking on appropriate table column title fields.
To sort records by a custom condition click the filter icon to enter Condition Builder tool which allows creating conditions for the collecting of the fields dynamically formed, depending on the context.
Delete a record
To delete a record, please select it switching on the checkbox on the left side of the list table and then click Delete button on the top right of the page.
You can delete the same way all the list records previously selecting them with the switched on checkbox on the left under the list table.
Users
Users list is used to keep all detailed information about users containing personal data, account and login setting required for authentication. It allows to set up relations with other users, groups of users and company's departments,.
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| User ID | Contains a A unique user login identifier | ||||||
| Display Name | A displayed in system name | ||||||
| First Name | User's full first name | ||||||
| Last Name | User's last name | ||||||
| Job Title | User's working position | ||||||
| Primary Group | Assign user's group clicking on magnifier icon and selecting one from the list appeared | ||||||
| Department | Select department clicking on magnifier icon and choosing one from the list appeared | ||||||
| Company | Choose the user's company from the list | ||||||
| Password hash | Name | Assign user's login password with further opportunity to change it if needed | |||||
| Password needs reset | Set this checkbox active to the password needs to be changed by user on first login | ||||||
| Internal integration User | Set this checkbox active to assign user as an internal integration user | ||||||
| Web service access only | Set this checkbox active to assign this user as a non-interactive user | ||||||
| Active | Set this checkbox on to make a user active or inactive | ||||||
| Locked out | Set this checkbox active to assign this user as a non-interactive user | ||||||
| Enter user's email | |||||||
| Language | Choose a user's specific language in a drop-down list | ||||||
| Calendar integration | Select Outlook in a drop-down list to provide integration with Outlook Calendar and | ||||||
| Date format | Specify tha date format with the patterns in a drop-down list | ||||||
| Business phone | Enter a user's business phone number | ||||||
| Mobile phone | Enter a user's mobile phone number | ||||||
| Manager | Assign a manager to a user | Primary Group | Active | Locked out | Manager | Company | Sys updated at |
Groups
Group list contains all groups that are used to classify users unite users by common purpose or to classify them by specific attributes set by administrator. Putting Keeping users together (Keeping users in groups) provides applying actions (such as granting rights or role assignment) performed on groups automatically to all group users.
You can customize a list of visible fields with Form Layout developer tool.
| Field | Description |
|---|---|
| Name | |
| Description | |
| Responsible |
Companies
Coming soon...
| Field | Description |
|---|---|
| Name | |
| Street | |
| City | |
| Zip / Postal Code | |
| Phone | |
| Vendor | |
| Manufacturer |
Departments
Coming soon...
| Field | Description |
|---|---|
| Name | |
| ID | |
| Description | |
| Department head | |
| Primary contact |
Locations
Coming soon...
If some of your company's branches or departments are located in various areas you may use the Locations list to specify location to a required company or a department.
Administer can assign a location filling the form fields with an adress data (Country, City and etc.), specifying the geographic coordinates and designating a contact person from the Users list.
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