Difference between revisions of "Configuration"

From Hornbill
Jump to navigation Jump to search
 
(466 intermediate revisions by 4 users not shown)
Line 1: Line 1:
__NOTOC__[[Main_Page|Home]] > Administration
+
{{DISPLAYTITLE:Configuration}}
== Introduction ==
+
{{Breadcrumb|[[Main_Page|Home]] > Configuration|Configuration}}
Hornbill Administration is an application used to administer your cloud instance of Hornbill and to access some of its advanced features.
 
  
== Access ==
+
{{Section|
There are two ways to access Administration
+
==[https://docs.hornbill.com/esp-config/getting-started/using-configuration Configuration]==
 +
Hornbill [https://docs.hornbill.com/esp-config/getting-started/using-configuration Configuration] gives access to Hornbill's advanced features and settings. The different areas within [https://docs.hornbill.com/esp-config/getting-started/using-configuration Configuration] are sensitive to your rights and each user will only see the options for which they have been granted access.
 +
|
 +
{{rightBox|Related Articles|
 +
:* [[Business Process Designer]]
 +
:* [[Intelligent Capture Designer]]
 +
}}
 +
|}}
  
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Show More" style="width:500px">
+
==Application Configuration==
1. You can directly access Hornbill Administration using a URL
+
{|cellspacing="10"  
<div class="mw-collapsible-content">
+
|-
:* Enter the URL in your browser - <nowiki>https://admin.hornbill.com/<instance-name>/</nowiki>
+
| style="width:250px; border:2px solid #AAA; padding:1em;" |
:* You will be asked for your credentials
+
[[File:BoardManagerConfig.png|link=Board Manager Administration]]
::* Your user name
+
| style="width:250px; border:2px solid #AAA; padding:1em;" |
::* Your password
+
[[File:DocumentManagerConfig.png|link=Document Manager Administration]]
</div>
+
| style="width:250px; border:2px solid #AAA; padding:1em;" |
</div>
+
[[File:LiveChatConfig.png|link=Live Chat Administration]]
 +
|-
 +
| style="width:250px; border:2px solid #AAA; padding:1em;" |
 +
[[File:ProjectManagerManagerConfig.png|link=Project Manager Administration]]
 +
| style="width:250px; border:2px solid #AAA; padding:1em;" |
 +
[[File:ServiceManagerConfig.png|link=Service Manager Configuration]]
 +
| style="width:250px; border:2px solid #AAA; padding:1em;" |
 +
[[File:itomconfigmenu.png|link=ITOM Administration]]
 +
|-
 +
| style="width:250px; border:2px solid #AAA; padding:1em;" |
 +
[[File:SupplierManagerConfig.png|link=Supplier Manager Administration]]
 +
| style="width:250px; border:2px solid #AAA; padding:1em;" |
 +
[[File:TimesheetManagerConfig.png|link=Timesheet Manager Administration]]
 +
|}
 +
==[[Hornbill Solution Center]]==
 +
The Solution Center brings together all the information about your Hornbill.  Apps, subscriptions, what's new, what's available, what's coming, and more.
  
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Show More" style="width:500px">
+
[[File:SolutionCenter.png|border|link=Hornbill Solution Center]]
2. You can access Hornbill Administration from the User App
 
<div class="mw-collapsible-content">
 
:* Select the Administration menu item from the Hornbill user app menu located in the top right of the browser window.  The Administration option will only be visible if you have administration rights.
 
:* The account that you are currently signed into the Hornbill user app with will be used for authentication into Administration
 
</div>
 
</div>
 
  
== Features ==
 
The options for administration are split into two areas of configuration; Instance Configuration and Application Configuration.  From the Configuration selector in the top left of Administration you can select between configuring your Instance or configuring one of your installed applications.
 
 
===Instance Configuration===
 
Instance Configuration options are settings that are global to all the installed applications.
 
:* Home
 
:* [[Users, Roles, & Groups]]
 
:* [[App Store]]
 
:* Security
 
:* [[Guest Access|Portals]]
 
:* Workflow
 
:* Settings
 
:* [[Email Administration | Email]]
 
:* Data
 
:* [[Language]]
 
:* Monitor
 
  
===Application Configuration===
+
[[Category:Configuration]]
Each installed application will be available from the Configuration selectorSelecting an application allows you to configure settings and options for a specific application.
+
 
:* Home
+
<!--
:* Roles
+
You can access Hornbill Configuration from the main Hornbill App using the URL ''<nowiki>https://live.hornbill.com/<instance-name>/</nowiki>''. To view the Configuration select the cog icon [[file:cogbutton.png|30px|link=]] displayed at the bottom of the left hand menu bar, or use Ctrl+Shift+S on your keyboard.
:* [[Workflow]]
+
<br><br>
:* Settings
+
[[file:Configuration.mp4|800px]]
:* Email
+
<br><br>
:* Data
+
==Search==
:* Language
+
The Configuration Search provides rapid access to all of the configurable features and settings.  The search is designed to query as you type, providing near instant access to the search results. The results will only include items based on the rights and roles of the user performing the search.
:* [[Reporting]]
+
 
[[Category:Administration]]
+
[[File:searchconfig.png|link=]]
 +
===Using Search from the Keyboard===
 +
You can access the Configuration Search from anywhere within Hornbill using the keyboard shortcut Ctrl+Shift+S. Once you have entered search mode simply start typing and the most relevant search results will be returned as you type. Once you are presented with one or more search results, you can use the Up/Down arrow keys to highlight the search result of interest and press <return> to navigate to that item.
 +
===Search Help===
 +
Click on the [[File:searchhelp.png|link=]] to show a list of additional search optionsThis includes prefixes that can be added to your search text in order to get more focused results.
 +
 
 +
==Browse==
 +
The Configuration Selector allows you to browse the different areas that can be configured.  When first opening Configuration, the view will default to '''My Personal Settings''' where a user can update and modify their profile.  The availability of other items in this list are determined by the rights and roles of the current user.
 +
 
 +
[[file:browseConfiguration.png|link=|border]]
 +
<br><br>
 +
{{TOP}}
 +
==System Configuration==
 +
===[[My Personal Settings]]===
 +
Personalize your Hornbill experience. Set your language preferences, configure your notifications and manage which devices are linked to your Hornbill account.
 +
 
 +
[[File:MyPersonalSettingsConfig.png|border|link=My Personal Settings]]
 +
 
 +
===[[Platform Configuration]]===
 +
Platform Configuration gives you access to all the configuration settings for your Hornbill instance. Configure everything from setting up your Organizational structure including the users, departments, and teams that will be using Hornbill and their rights to what they can access down to setting up mailboxes, webhook integration, and the finite system settings.
 +
 
 +
[[File:PlatformConfig.png|border|link=Platform Configuration]]
 +
-->

Latest revision as of 16:01, 22 November 2023

Home > Configuration Index

Configuration

Hornbill Configuration gives access to Hornbill's advanced features and settings. The different areas within Configuration are sensitive to your rights and each user will only see the options for which they have been granted access.

Application Configuration

BoardManagerConfig.png

DocumentManagerConfig.png

LiveChatConfig.png

ProjectManagerManagerConfig.png

ServiceManagerConfig.png

Itomconfigmenu.png

SupplierManagerConfig.png

TimesheetManagerConfig.png

Hornbill Solution Center

The Solution Center brings together all the information about your Hornbill. Apps, subscriptions, what's new, what's available, what's coming, and more.

SolutionCenter.png