Versions Compared

Old Version 50

changes.mady.by.user Tatiana Valekzhanina

Saved on

compared with

New Version Current

changes.mady.by.user Igor Shakhbazyan

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.All

  • 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 is contained in Users, Groups, Companies, Departments and Locations lists as data records in table views which allows administrator simply administrators to manage the basic entities effortlessly.

User Administration actions

Tip

Role required: admin.

Add a new record

You can add new records in lists. To create a new record, please complete the following steps:

  1. Push Push the New button on the top left;.
  2. Fill in required fields on the form;.
  3. 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.

Configure Form layout

You can change the form appearance customizing visible fields in form layouts with following actions the steps below:

  1. Open the record form by clicking on a row in a table view or pushing the Open record button in preview form;.
  2. Enter the hamburger menu on the top left and select Configure→Form the Configure → Form layout menu item;.
  3. Customize list review in a the desired way with Form Layout developer features;.
  4. Push the Save button at the top of the form to save changesand 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 the following actions below:

  1. Enter the hamburger menu on the top left and select Configure→Configure → List layout (spa) menu item;.
  2. Сustomize list view in a the desired way with List layout developer features;.
  3. 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 allows creating conditions for the collecting of the fields dynamically formed, depending on the context.

Tip

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 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 setting login settings required for authentication. It allows to set setting up relations with other users, groups of users and company's departments. 

The User record contains folowing fields:

FieldDescriptionUser IDAn unique user login identifierDisplay NameA displayed in system nameFirst NameUser's full first nameLast NameUser's last nameJob TitleUser's working positionPrimary GroupAssign user's group clicking on magnifier icon and selecting one from the list appearedDepartmentSelect department clicking on magnifier icon and choosing one from the list appearedCompanyChoose the user's company from the listPassword hashAssign user's login password with further opportunity to change it if neededPassword needs resetSet this checkbox active to the password needs to be changed by user on first loginInternal integration UserSet this checkbox active to assign user as an internal integration userWeb service access onlySet this checkbox active to assign this user as a non-interactive userActiveSet this checkbox on to make a user active or inactiveLocked outSet this checkbox active to assign this user as a non-interactive userEmailEnter user's emailLanguageChoose a user's specific language in a drop-down listCalendar integrationSelect Outlook in a drop-down list to provide integration with the Outlook Calendar and make the system to send meeting notifications to a userDate formatSpecify tha date format with the patterns in a drop-down listBusiness phoneEnter a user's business phone numberMobile phoneEnter a user's mobile phone numberManagerAssign a manager to a user 

Groups

The Groups

Groups

Group 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 folowing fields:

FieldDescriptionNameEnter the group's nameDescriptionFill in the field with detailed information about the users groupResponsibleAssign a responsible person to a group from a drop-down users listSlack ChannelSpecify a Slack channel that is used by the group members

The Related Lists at the bottom of the record form includes 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 

The company record contains following fields:

Departments

You can 

The Deparments list contains folowing fields:

FieldDescriptionNameFill in with the department's nameIDA unique department's identifier DescriptionGive a specific сharacteristicDepartment headAssign a person in charge from the Users listPrimary contactDesignate a contact person from the Users list

Companies

The Companies list is used to keep information about all organizations your company conducts business with. You can 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 '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.

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.

Table of Contents
maxLevel3
absoluteUrltrue2
exclude3
classfixedPosition