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'''Related Topics: '''[[Agreement_Management]] | [[Managing_Organization]] | [[Managing_Users]] | [[Managing_User_Groups]] | Managing Security Groups | Application Settings | [[Notification_Settings]] | [[Currencies]] | [[Reasons]] | [[Deleting_an_Agreement]] | [[Search_Sync]] | [[Legacy_Upload]] |
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'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[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]] |
 
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Revision as of 09:07, 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

 

Manage Organization

Manage Organization

 

Organization Structure

Add an Organization Unit

 

Organization Groups

Search an Organization Group

Create an Organization Group

 

Users

Create a User

Provision a User

De-provision a User

Replace a User

Re-provision a User

 

 

User Groups

Search User Group

Create User Group

View and Edit User Roles

Role-Action Mapping

Attribute Group Privileges

SLA Matrix

 

Security Groups

Search a Security Group

Create a Security Group

Edit a Security Group

 

Application Settings

Application Settings

 

Notification Settings

Create Notification Categories

Edit Notification Categories

Create / Edit a Subscription

 

 

Currencies

Search a Currency

Create a Currency

Edit a Currency

 

Reasons

Search a Reason

Create a Reason

Edit a Reason

 

Admin Tasks

Deleting an Agreement

Search Sync

Legacy Upload

 

 

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 |