Difference between revisions of "Board Manager Administration"

Revision as of 19:28, 3 May 2022

Introduction

The Board Manager Configuration gives you access to to manage, customize, and report on the Board Manager application. You can access the Board Manager Configuration from the main Hornbill App using the URL https://live.hornbill.com/<instance-name>/. To view the Board Manager Configuration select the cog icon displayed at the bottom of the left hand menu bar, or use Ctrl+Shift+S on your keyboard, then select Board Manager from the list of available applications.

Related Articles

Board Manager Setup

Roles

Hornbill Roles are used to group users with similar access requirements to the different Hornbill applications. Using roles takes away the need to manage rights on an user by user basis. The following roles are provided by Board Manager to use and allocate to users of the Board Manager application. Custom roles can also be created to meet any specific need.

Boards User

Required for all users of Board Manager. All users assigned this role will see the Board Manager application in the Hornbill Menu and have access to create boards, view, move on, and add to boards.

Board BPM User

Allows a user account to interact with the Boards Manager app via business process automation (add, move, remove cards from boards automatically etc), the user will not have access directly to boards with this role.

Board Super User

Provides the user with access to all boards, and the ability via the Share Boards options to change the owner of any board.

Simple Lists

The Simple Lists provide a way to define different pick lists or combo-box selections that are used through out the Board Manager app. The available options in a pick list or combo-box can also be translated into different languages from within the Simple List editor.

Customize

=Translations

Advanced Analystics

Measures

Widgets

Dashboards

Slideshows

Reporting

Reports

Design reports

Entity, Measure and SQL Designer Options
Output Options - PDF, CSV, XLS, XLSX
Schedule Distribution to Document Manager

Advanced Tools and Settings

Settings

A number of advanced settings have been provided to allow for default configurations on how the Board Management app works.

@@ Line 21: / Line 21: @@
 }}
 {{Section|
-=== [[Board Manager Simple Lists]] ===
+===Simple Lists===
-[[File:SimpleListsCard.png|right|Project Manager Simple Lists]]
+[[File:SimpleListsCard.png|right|Link=]]
 The Simple Lists provide a way to define different pick lists or combo-box selections that are used through out the Board Manager app.  The available options in a pick list or combo-box can also be translated into different languages from within the Simple List editor.|
 }}
-== [[Board_Manager_Settings|Settings]] ==
+{{Section|
-[[File:ManageAppSettingsCard.png|right|link=Board_Manager_Settings|Board Manager Settings]]
+==Customize==
-A number of advanced settings have been provided to allow for default configurations on how the Board Management app works.
+===Translations==
-<br>
+|}}
-<br>
+==Advanced Analystics==
-<br>
-<br>
-<br>
-<br>
-<br>
-<br><br><br><br>
-== [[Advanced Analytics]] ==
 [[File:AnalyticsCard.png|right|Board Manager Analytics]]
-Create measures, widgets, and dashboards
+===Measures===
-::* Measures
+===Widgets===
-::* Widgets
+===Dashboards===
-::* Dashboards
+===Slideshows===
-<br><br><br><br>
+==Reporting==
-== [[Reports]] ==
+===Reports===
 [[File:ReortsCard.png|right|Link=|Reports]]
 Design reports
@@ Line 52: / Line 42: @@
 ::* Output Options - PDF, CSV, XLS, XLSX
 ::* Schedule Distribution to Document Manager
-<br><br><br><br><br><br><br>
+==Advanced Tools and Settings==
+=== [[Board_Manager_Settings|Settings]] ===
+[[File:ManageAppSettingsCard.png|right|link=Board_Manager_Settings|Board Manager Settings]]
+A number of advanced settings have been provided to allow for default configurations on how the Board Management app works.
 [[Category:Board Manager]] [[Category: Administration]]