System Administration Guide
From AgileApps Support Wiki
These pages provide the information needed to manage users, roles, applications, and other artifacts of an installed platform.
Intended audience:
- System Administrator
- Team Manager
Platform Resources
- > Administration > Access Management
- Users
- Add, edit, or delete users, reset passwords, manage territories
- Teams
- Show team org chart, add, edit, or delete teams, change tab and log preferences
- Roles
- Create application roles that determine how a user interacts with the application
- Access Profiles
- Create sets of permission that can be referenced from multiple roles
- Application Access
- Determine which users and groups can access an application, and which roles they can play in it
- Password Policy
- Create a Password Policy to determine the level of log-in security
- Team Data Sharing Policies
- Create permissions for viewing data across teams and roles
- Manage Views and Reports
- Make global changes to views and reports.
- Tenant Data Sharing Policies
- Tenant Data Sharing policies offer one-way data sharing, with data flowing from the tenancy that defines the policy to a tenant that requests the data
- > Administration > Data Management
- Import Data
- Export Data
- Mass Update Data
- Mass Ownership Change
- Mass Delete
- Job Scheduler
- > Administration > Account Management
- Company Information
- Edit Company Information and notification-email settings
- Business Hours Calendars
- Subscription Summary
- View current licensing for your company
- Single Sign-On Settings
- Manage multiple-system security-authorizations
- Monitoring is available when the Administrative Permissions for a user is enabled under Access Profiles > Global Permissions. If Administrative Permissions is not selected as part of the Global Permissions, then Monitoring is available only if the following permissions are selectively set as part of the Administrative Permissions:
- Reporting Controls
- Manage Global Views/Reports
- Data Management Controls
- Access Mass Data Operations
- Import and Export Data
- Manage Audit Log
- Import Queue
- View the Import Queue and monitor the status of Data Imports
- Export Queue
- View the Export Queue and monitor the status of Data Exports
- Mass Operation Status
- Track the status of Mass Operations
- Storage Usage
- View the current Storage Usage
- API Call Log
- Track the number of APIs that have been executed.
- Audit Log
- View the field-audit Log
- Scheduled Job Log
- View the scheduling queue to get details of scheduled jobs, their status, and their next execution date.
- Unprocessed Job Log
- View the jobs that failed during scheduling. Also, view the associated parameters for this failed job.
- Report Schedules
- View the status of scheduled reporting jobs.
- Process Monitor
- View the status of Processes currently running in the system.
Administrative Permissions
Administrative Permissions are assigned in an Access Profile. They allow a user to customize selected aspects of the platform. (Data Access Permissions, in contrast, determine what objects, records, and fields a user can see by virtue of their role and team memberships.)
Tip: Users given Administrative Permissions should have the following skills:
- Familiarity with the platform and your organization's business processes
- Good understanding of the Application Design Guide
- Excellent understanding of the area(s) they will be modifying
- User and Ownership Controls
- User Management - Create and manage users and teams
- Access Control - Manage roles and password policies
- Change Ownership of my Team's Records
- Manage Personal Setup
- Reporting Controls
- Data Management Controls
- Application Controls
- Customize Objects
- Manage Applications - Add/Update/Delete platform applications
- Manage Packages
- Manage Translation Workbench
- Development Controls
- Use Development Features - Work with classes, pages, sites, and other development features
- Manage Debug Log
- Manage Sandboxes (Only appears if sandboxes are enabled)
- Account Controls
- Manage Tenants and Company Capabilities
- Proxy Login Access
- Proxy Login Configuration
- Customer Support Login
- Support Cases - View and modify support cases filed by others