From ICIHelp7.15
Jump to: navigation, search
 
(49 intermediate revisions by 6 users not shown)
Line 1: Line 1:
<font face=" Segoe UI ">
 
  
[[ICM Help| Home]]
+
= User Administration =
  
An administrator can manage all the users, groups, their privileges, and ICM settings. The '''Admin''' tile in ICM contains the administrative features.<br/>
+
An Administrator can manage all the users, groups, their privileges, and ICI settings. The ''User Administration''&nbsp;tile contains the administrative features.<br/> These settings affect the way ICI users view the features and their privileges.
These settings affect the way ICM users view ICM features and their privileges. <br/>
+
<div class="image-green-border">[[File:User Administration.PNG|720px|User Administration]]</div>  
ICM offers following administrative features:<br/>
+
ICI offers following administrative features:
<div>
+
      <div style="float:left;width:68%;" >
+
== Manage Organization Data ==
+
+
[[Manage Organization Data]] <br/>
+
</div>
+
  
    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
+
*Managing Organization:&nbsp;Managing the Organization structure, unit and groups
<p> '''Video: User Administration''' </p>
+
*Managing Users: creating, provisioning, deprovisioning, reprovisioning, replacing users
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-5476e499-9fc1-4970-8b27-d4d843998889/xc/6UKE4/v2/embedded?autoplay=true?iframe=true|200|120}}
+
*Managing User Groups: creating user groups, editing user roles, role action mapping, givng privileges, managing the&nbsp;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&nbsp;Application Settings: including the entity color configuration, theme settings, etc.
 +
*Managing&nbsp;Notification Settings: including the notification cateogires, creating/editing Subscriptions
 +
*Managing Currencies: creating/editing currencies&nbsp;that you can use while creating Contract Types
 +
*Creating Reasons: to&nbsp;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.  
  
</div></div>
+
&nbsp;
<div style="clear:both"></div>
+
== Organization Structure ==
+
[[Add an Organization Unit]]<br/>
+
  
== Organization Groups ==
+
&nbsp;
[[Search an Organization Group]]<br/>
+
<div>
[[Create an Organization Group]]<br/>
+
'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_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; |&nbsp; [[Admin_Task|Admin Task ]]&nbsp;|&nbsp;[[Release_Notes]]&nbsp;|
 
+
</div>
==User Management ==
+
[[Create a New User]] <br/>
+
[[Provision for a User]] <br/>
+
[[Edit an Existing User]] <br/>
+
[[De-provision a User]]<br/>
+
[[Replace a User]] <br/>
+
[[Re-provision for a User]]<br/>
+
 
+
== User Groups ==
+
 
+
[[Search a User Group]] <br/>
+
[[Create a User Group]] <br/>
+
+
==View and Edit User Roles==
+
 
+
[[View and Edit User Roles]]<br/>
+
 
+
 
+
==View and Edit User Role Action Mapping==
+
 
+
[[View and Edit User Role Action Mapping]]<br/>
+
 
+
== Security Groups ==
+
 
+
[[Search a Security Group]]<br/>
+
[[Create a Security Group]] <br/>
+
[[Edit a Security Group]] <br/>
+
 
+
== Edit Application Settings ==
+
 
+
[[Edit Application Settings]]<br/>
+
 
+
== Notification Settings ==
+
 
+
[[Create Notification Categories]]<br/>
+
[[Edit Notification Categories]]<br/>
+
[[Create a Subscription]]<br/>
+
[[Edit a Subscription]]<br/>
+
 
+
== Currencies ==
+
 
+
[[Search a Currency]]<br/>
+
[[Create a Currency]]<br/>
+
[[Edit a Currency]]<br/>
+
 
+
== Reasons ==
+
 
+
[[Search a Reason]]<br/>
+
[[Create a Reason]]<br/>
+
[[Edit a Reason]]<br/>
+
 
+
 
+
</font>
+

Latest revision as of 11:25, 16 September 2020

User Administration

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

User Administration

ICI 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  |  Admin Task  | Release_Notes |