Difference between revisions of "Organisational Data"

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== [[Organisation]] ==
 
== [[Organisation]] ==
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[[File:ManageOrganisationCard.png|right]]
 
== [[Sites]] ==
 
== [[Sites]] ==
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[[File:ManageSitesCard.png|right]]
 
== [[User Templates]] ==
 
== [[User Templates]] ==
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[[File:ManageUserTemplatesCard.png|right]]
  
 
[[Category:Administration]][[Category:Videos]]
 
[[Category:Administration]][[Category:Videos]]

Revision as of 15:18, 10 July 2016

Home > Administration > System > Organisational Data

Introduction

The options around the Users, Roles, Groups and Sites allow you to set up the users of Hornbill. All of these features relate to the management of user accounts.

Users

ManageUsersCard.png

Hornbill User accounts provide login access to Hornbill Collaboration or the Service Portal for staff that are internal to your organization. Use this to manage the following aspects of your user accounts

  • Add, Archive, or Delete User Accounts
  • Upload Users from CSV
  • Suspend or Re-activate Users
  • Change between Basic and Full user access

Roles

ManageRolesCard.png

Hornbill Roles are used to group users with similar access requirments to the different applications or to Administration. Using roles takes away the need to manage rights on an user by user basis. A number of Roles are provided by the platform and the installed apps that are ready to use and allocate to users. Custom roles can also be created to meet any specific need.

  • Create Roles
  • View Role Details
  • Assigning Users to Roles
  • Managing rights and access for each Role

Organisation

ManageOrganisationCard.png

Sites

ManageSitesCard.png

User Templates

ManageUserTemplatesCard.png