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The User Administration category comprises and describes all methods and tools that are designed to keep, classify, manage, and maintain users data and relations by using advanced features.
The Users,Groups, Companies, Departments, and Locations lists contain all detailed information about the individuals who gain access to your SimpleOne solution. Keeping this data as records in table views allows administrators to manage the basic entities effortlessly.
User Administration actions
Add a new record
You can add new records in lists. To create a new record, please complete the following steps:
- Push the New button on the top left;
- Fill in required fields on the form;
- Push the Save button at the bottom or the top of the form to save changes or the 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, push the Open record button in the preview form.
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 the Open record button in preview form;
- Enter the hamburger menu on the top left and select the Configure→Form layout menu item;
- Customize list review in the desired way with Form Layout developer features;
- Push the Save button at the top of the form to save changes and leave the form.
To apply saved types of views enter the Views menu option of the hamburger menu and select a required view.
Configure List layout
You can change the list appearance customizing visible fields in list layouts with following actions below:
- Enter the hamburger menu on the top left and select Configure→List layout menu item;
- Сustomize list view in the desired way with List layout developer features;
- Push the Save button at the top of the form to save changes and leave the form.
To apply saved types of views enter the Views menu option of the hamburger menu and select a required view.
The Table option in the 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 the 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 the 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
The Users list is used to keep all detailed information about users containing personal data, account, and login settings required for authentication. It allows setting up relations with other users, groups of users, and company's departments.
The User record contains the following fields:
| Field | Description |
|---|---|
| User ID | A unique user login identifier. |
| Display Name | A name displayed in the system. |
| 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 the magnifier icon and selecting one from the list appeared. |
| Department | Select department clicking on the magnifier icon and choosing one from the list appeared. |
| Company | Choose the user's company from the list. |
| Password hash | 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 the user on the first login. |
| Internal integration User | Set this checkbox active to assign the 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 the user active or inactive. |
| Locked out | Set this checkbox active to assign this user as a non-interactive user. |
| A user's email address. | |
| 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 the Outlook Calendar and make the system send meeting notifications to a user. |
| Date format | Specify the date format with the patterns in a drop-down list. |
| Business phone | A user's business phone number. |
| Mobile phone | A user's mobile phone number. |
| Manager | Assign a manager to a user from the Users list. |
Groups
The Groups list contains all groups that are used to unite users by a common purpose or to classify them by specific attributes set by the administrator. Keeping users together provides applying actions performed on groups automatically to all group users.
The Group record contains the following fields:
| Field | Description |
|---|---|
| Name | A group's name. |
| Description | A detailed information about the users group. |
| Responsible | Assign a responsible person to a group from a drop-down users list. |
| Slack Channel | Specify a Slack channel that is used by the group members. |
The Related Lists at the bottom of the record form includes the following tabs below:
- sys_user_group - to assign a user from the Users list to a group;
- sys_group_contains - to assign a subgroup to a group;
- sys_role_group - to designate the group's role from the Roles list.
To add a record, please click a needed tab, push the New button, and fill in the form with the required information, then push the Save button.
Companies
The Companies list is used to keep information about all organizations your company conducts business with. You can assign a company's class representing type if the activity, dependencies, or kind of relationships with your company.
The company record contains the following fields:
| Field | Description |
|---|---|
| Name | Company's name. |
| CEO | Name of the Chief Executive Officer. |
| Class | Represents a type of activity or relationship: None, Internal, Customer, Vendor, Manufacturer, Service Provider, Service Partner. You can choose one of the possible values from the drop-down list. |
| Parent company | Name of the parent company if it's needed to be signed. |
| Location | Choose one of the possible values from the Locations list. |
The Related List at the bottom of the record form includes the following tabs below:
- Employees - the list of the company's employees.
Departments
You can submit the company's structure with the Departments list, which comprises the company's divisions and allows assigning users to them.
The Department's record contains the following fields:
| Field | Description |
|---|---|
| Name | A department's name. |
| ID | A unique department's identifier. |
| Description | Give a department's specific сharacteristic. |
| Department head | Assign a person in charge from the Users list. |
| Primary contact | Assign a contact person from the Users list. |
Locations
If some of your company's branches or departments are located in various areas, you may use the Locations list to specify a location to a required company or a department.
An administrator can assign a location filling the form fields with an address data (Country, City, etc.), specifying the geographic coordinates and designating a contact person from the Users list.
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