User Administration

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 in table views which allows administrator simply manage basic entities.

Add a new record

You can add new records in lists. 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.

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 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 (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 types of views enter the Views menu option of the hamburger menu and select a 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.

The User record contains folowing fields:

Field	Description
User ID	An 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	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
Email	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 the Outlook Calendar and make the system to send meeting notifications to a user
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

Groups

Group list contains all groups that are used to unite users by common purpose or to classify them by specific attributes set by administrator. Keeping users together provides applying actions performed on groups automatically to all group users.

The Group record contains folowing fields:

Field	Description
Name	Enter the group's name
Description	Fill in the field with 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 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:

Field	Description
Name	Fill in with the department's name
ID	A unique department's identifier
Description	Give a specific сharacteristic
Department head	Assign a person in charge from the Users list
Primary contact	Designate 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 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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