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The User Administration category comprises catalog 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.
Customizable lists such Users, Groups, Companies, Departments and Locations contain , about who users are lists (dictionaries) with folowing actions:
- The Users and the Groups lists contain all detailed information about the individuals who gain access to your SimpleOne solution and get their roles. These records provide to register data about SimpleOne users activity in your system.
- The Employees list keeps records with information about persons who work for your organization according to the employment contracts. These list records allow counting your employee work schedules and time of absences.
- The Companies, Branches, Sections, Departments, Units, and Locations lists are intended to describe your company's organization structure.
Keeping this data as records in table views allows administrators to manage the basic entities effortlessly.
User Administration actions
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Role required: admin |
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Add a new record
You can add new records in listlists. To create a new record, please complete the following steps:
- Push Push the New button on the top left;.
- Fill in required fields on the form;.
- Push Push the Save button at the bottom or at 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 press , push the Open record button in the 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 records sorting by alphabet clicking appropriate list title fields.
Configure Form layout
You can change the form appearance customizing visible fields in form layouts with the steps 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 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 the following actions below:
- Enter the hamburger menu on the top left and select Configure → List layout menu item;
- Choose List layout (spa) option;
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- Сustomize list view in a 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 type types of views enter the Views menu option of the hamburger menu and select a desired 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.
Users
detailed information required for users authentication
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.
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To provide quick access to your saved sorted list, mark it as favorite with the Favorites tools. |
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.
Manage the lists
Users
The Users list is used to keep all detailed information about users containing personal data, account, and login settinglogin settings required for authentication. It allows to set setting up relations with other users, groups of users and company's departments.
Groups
The Groups
Groups
Group list contains all groups that are used to classify users unite users by a common purpose or to classify them by specific attributes set by the 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.
Companies
The Companies list is used to keep information about all organizations your company conducts business with. You can customize a list of visible fields with Form Layout developer tool.
Companies
Coming soon...
Departments
Coming soon...
Locations
Coming soon...
assign a company class representing type if the activity, dependencies, or kind of relationships with your company.
Employees
The Employees list keeps records with information about persons who work for your organization according to the employment contracts. These list records allow counting your employee work schedules and time of absences.
Locations
If some of your company 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.
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