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*Creating Reasons: to track a particular rejection involved in clause, template, attributes and so on.  
 
*Creating Reasons: to track a particular rejection involved in clause, template, attributes and so on.  
 
*Perform other important Admin Tasks: including deleting an Agreement, searching documents an Agreement is linked to and syncing them, uploading legacy documents, and so on  
 
*Perform other important Admin Tasks: including deleting an Agreement, searching documents an Agreement is linked to and syncing them, uploading legacy documents, and so on  
 
 
 
<div><div style="float:left;width:68%;">
 
== Manage Organization ==
 
 
[[Manage_Organization_Data|Manage Organization]]
 
</div> <div style="clear:both">&nbsp;</div>
 
== Organization Structure ==
 
 
[[Add_an_Organization_Unit|Add an Organization Unit]]
 
 
&nbsp;
 
 
== Organization Groups ==
 
 
[[Search_an_Organization_Group|Search an Organization Group]]
 
 
[[Create_an_Organization_Group|Create an Organization Group]]
 
 
&nbsp;
 
 
== Users ==
 
 
[[Create_a_New_User|Create a User]]
 
 
[[Provision_a_User|Provision a User]]
 
 
[[De-provision_a_User|De-provision a User]]
 
 
[[Replace_a_User|Replace a User]]
 
 
[[Re-Provision_a_User|Re-provision a User]]
 
 
&nbsp;
 
 
&nbsp;
 
 
== User Groups ==
 
 
[[Search_a_User_Group|Search User Group]]
 
 
[[Create_a_User_Group|Create User Group]]
 
 
[[View_and_Edit_User_Roles|View and Edit User Roles]]
 
 
[[View_and_Edit_User_Role_Action_Mapping|Role-Action Mapping]]
 
 
[[Restrict_Access_to_Attributes_group_of_a_Contract/Agreement|Attribute&nbsp;Group Privileges]]
 
 
[[SLA_Matrix|SLA Matrix]]
 
 
&nbsp;
 
 
== Security Groups ==
 
 
[[Search_a_Security_Group|Search a Security Group]]
 
 
[[Create_a_Security_Group|Create a Security Group]]
 
 
[[Edit_a_Security_Group|Edit a Security Group]]
 
 
&nbsp;
 
 
== Application Settings ==
 
 
[[Edit_Application_Settings|Application Settings]]
 
 
&nbsp;
 
 
<div>
 
<div>
== Notification Settings ==
 
 
[[Create_Notification_Categories|Create Notification Categories]]
 
 
[[Edit_Notification_Categories|Edit Notification Categories]]
 
 
[[Create_a_Subscription|Create / Edit a Subscription]]
 
 
&nbsp;
 
 
&nbsp;
 
 
== Currencies ==
 
 
[[Search_a_Currency|Search a Currency]]
 
 
[[Create_a_Currency|Create a Currency]]
 
 
[[Edit_a_Currency|Edit a Currency]]
 
 
&nbsp;
 
 
== Reasons ==
 
 
[[Search_a_Reason|Search a Reason]]
 
 
[[Create_a_Reason|Create a Reason]]
 
[[Edit_a_Reason|Edit a Reason]]</div>
 
&nbsp;
 
 
== Admin Tasks ==
 
 
[[Deleting_an_Agreement|Deleting an Agreement]]
 
 
[[Search_Sync|Search Sync]]
 
 
[[Legacy_Upload|Legacy Upload]]
 
 
 
&nbsp;
 
&nbsp;
  
 
&nbsp;
 
&nbsp;
  
'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | Managing Security Groups | [[Application_Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|
+
'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups]] | [[Application_Settings|Application_Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|
 
</div>
 
</div>

Revision as of 09:15, 10 May 2019

User Administration

An Administrator can manage all the users, groups, their privileges, and ICM settings. The User Administration tile contains the administrative features.
These settings affect the way ICM users view the features and their privileges.

ICM offers following administrative features:

  • Managing Organization: Managing the Organization structure, unit and groups
  • Managing Users: creating, provisioning, deprovisioning, reprovisioning, replacing users
  • Managing User Groups: creating user groups, editing user roles, role action mapping, givng privileges, managing the Service Level Agreement (SLA) requirements of the organization
  • Managing Security Groups: creating and editing security groups and providing privileges to users through security groups
  • Managing Application Settings: including the entity color configuration, theme settings, etc.
  • Managing Notification Settings: including the notification cateogires, creating/editing Subscriptions
  • Managing Currencies: creating/editing currencies that you can use while creating Contract Types
  • Creating Reasons: to track a particular rejection involved in clause, template, attributes and so on.
  • Perform other important Admin Tasks: including deleting an Agreement, searching documents an Agreement is linked to and syncing them, uploading legacy documents, and so on

 

 

Related Topics: Agreement ManagementManaging Organization | Managing Users | Managing User Groups | Managing_Security_Groups | Application_Settings | Notification Settings | Currencies | Reasons | Deleting an Agreement | Search Sync | Legacy Upload |