Difference between revisions of "Configuration"

Latest revision as of 16:01, 22 November 2023

Home > Configuration

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.

Related Articles

Application Configuration

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.

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-__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. You can access Hornbill Administration from a web browser using the URL <nowiki>https://admin.hornbill.com/<instance-name>/</nowiki> or select the Administration link from the Profile menu in the top right of the Hornbill client.  The Administration option will only be visible if you have administration rights.
-== Features ==
+{{Section|
-The options for administration are split into two areas of configuration; Instance Configuration and Application Configuration.
+==[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]]
+}}
+|}}
-* Search
+==Application Configuration==
-:: The Search features lets you easily locate the different areas that are accessible to you within Administration
+{|cellspacing="10"
-* User Profile
+|-
-:* Account Settings*
+| style="width:250px; border:2px solid #AAA; padding:1em;" |
-:* About
+[[File:BoardManagerConfig.png|link=Board Manager Administration]]
-:* Submit Feedback
+| style="width:250px; border:2px solid #AAA; padding:1em;" |
-:* Hornbill Collaboration
+[[File:DocumentManagerConfig.png|link=Document Manager Administration]]
-:* Translation Mode*
+| style="width:250px; border:2px solid #AAA; padding:1em;" |
-:* Log Out
+[[File:LiveChatConfig.png|link=Live Chat Administration]]
-:: Note *These options are only available with the appropriate rights.
+|-
-* Cards
+| style="width:250px; border:2px solid #AAA; padding:1em;" |
-:: Cards are displayed for each of the configurable areas.  Clicking on any card will allow you to access settings, configuration, reporting, and much more.
+[[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.
-== Cards ==
+[[File:SolutionCenter.png|border|link=Hornbill Solution Center]]
-* System
-:: Select the System Card to manage your system preferences.
-* Collaboration
-:: Select the Collaboration Card to manage all aspects of the
-* Add More Apps
-:: For each App that you install, a matching card will be displayed to allow you to configure and setup aspects of that App.
-===Instance Configuration===
-Instance Configuration options include settings that are global to all the installed applications or contain features and utilities that are specific to your Instance.
-:* [[Instance Home|Home]]
+[[Category:Configuration]]
-:* [[Users, Roles, & Organisation]]
-:* [[App Store | Hornbill App Store]]
-:* [[Single Sign On Profiles|Security]]
-:* [[Manage Portals]]
-:* Workflow
-:* [[Instance Settings | Settings]]
-:* [[Email Administration|Email]]
-:* [[Data]]
-:* [[Language]]
-:* Monitor
-===Application Configuration===
+<!--
-Each installed application will be available from the Configuration selector.  Selecting an application allows you to configure settings and options for that specific application.
+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.
-:* Home
+<br><br>
-:* [[Roles]]
+[[file:Configuration.mp4|800px]]
-:* [[Workflow]]
+<br><br>
-:* [[Application Settings | Settings]]
+==Search==
-:* [[Email Administration | Email]]
+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.
-:* [[Simple Lists | Data]]
-:* [[Language]]
+[[File:searchconfig.png|link=]]
-:* [[Reporting]]
+===Using Search from the Keyboard===
-[[Category:Administration]]
+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 options.  This 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]]
+-->

Difference between revisions of "Configuration"

Latest revision as of 16:01, 22 November 2023

Configuration

Application Configuration

Hornbill Solution Center

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