Under this Tab you have Settings, Admin Panel, Support and Switch Application Menus.
Under settings you have possibility to manage time zone or activate two factor authentication to your account and also to configure default app.
Admin Panel allows to manage users and their permissions. Admin Panel can be accessed from both the welcome page and the sidebar.
To create a new user, in Users view click on the button ‘Add new user‘ in the right upper corner of the screen.
A pop-up window will appear, where you will be able to enter user details:
Additionally, you can select a method of account activation. If you select Send welcome email, each new user will receive an e-mail message containing their activation link. With Generate links selected, activation links will be generated and available to you, however they will not be sent to the user automatically. With this method, you will have to pass the activation links to the users yourself.
When all the details are provided, click on the button ‘Add Users‘. You will see a confirmation window with a user summary. Review the summary and if all data is correct, confirm by clicking on the button ‘Yes, add users‘.
If you need to modify some settings, click the left arrow at the top left corner of the window to return to ‘Add user‘ view.
You will be prompted for the password. Upon successful authentication, users will be added and you will see a confirmation message. If you selected Generate links, it will contain an activation link for each new user. Make sure to pass activation links to the newly created users.
To revoke a user's access to an application, go to Application Details view.
Select users from the list by checking boxes next to their names. Button ‘Remove from app‘ will appear. Click it and confirm to revoke the access.
This section describes deleting a user's account. For details on revoking user's access to an app without deleting their account, see Revoking user access.
To delete a user account, go to User Details view. Click ‘Delete account‘ button available below user data and confirm the operation.
There are two main views (screens) available in Admin Panel: Users and Applications. You can use them to browse through registered users and apps. Both views have the options of filtering, searching, and sorting. They also support batch operations.
In Users view of the Admin Panel you can see a list of all users from your company. The list will contain their e-mail addresses, company, last login date, etc.
Use ‘Details‘ button in ‘Action‘ column to go to the user details page. See User Details for information on user management from this view.
Use ‘Accesses‘ button in ‘Action‘ column to go directly to user accesses. See Access Management for details.
In Applications view of the Admin Panel you can see a list of applications associated with your companies. The list will contain app names, company names, number of users, etc.
Use ‘Details‘ button in ‘Action‘ column to go to the app details page. See Application Details for information on app management from this view.
Use ‘Accesses‘ button in ‘Action‘ column to go directly to app accesses. See Access Management for details.
User Details view is divided into 3 sections:
In the general information section, you can force password reset or delete the account with the following buttons.
In the User Data section you can change the user's e-mail and company membership.
Applications section allows you to browse through user's apps and change their accesses. Use ‘Accesses‘ button in ‘Action‘ column to manage accesses (see Access Management for details). You can also add new access by clicking ‘Add an access‘ button in the upper right corner of the screen.
In Application Details view the following sections are available:
You can use ‘Accesses‘ button in ‘Action‘ column to manage a single user's accesses. See Access Management for details.
You can edit or revoke access to the app for several users simultaneously. to perform a bulk operation, use checkboxes on the left to select the users. Then click ‘Edit accesses‘ button to manage accesses or ‘Remove from app‘ button to disable app access for selected users.
‘Manage Accesses‘ window shows detailed information on selected users (if accessed from Users view) or apps (if accessed from Apps view).
In this window you can add and remove:
Any changes you make can be previewed in the changes log at the bottom of the window. Use the changes log to verify if data entered is correct.
If you want to save changes to user accesses, confirm by clicking ‘Save changes‘ button. You will see a confirmation window with a summary of changes to be made. Confirm by clicking ‘Yes, add users‘ or return to the previous step by clicking the left arrow at the top left corner of the window.
Upon successful modification of accesses, a green bar with a confirmation message will appear at the top of your user view.
There are multiple roles available for your users. Roles can be managed from ‘Manage Accesses‘ window (see Access Management for details).
Each role has a different set of privileges, which can be previewed by hovering over the Info icon next to the name of the role.
Check boxes next to each role indicate whether users with this role assigned have permissions to view, add, modify, and delete items in your app.
In the right column of ‘Manage Accesses‘ window you can see a summary of roles assigned to listed users.
There is a checkbox next to each role. Its status indicates the following:
You can change users' roles accordingly:
Preview modifications in the changes log at the bottom of ‘Manage Accesses‘ window before confirming the operation.