Difference between revisions of "Administration"

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'''[[File:GearIcon.png]] > Administration'''
'''[[File:GearIcon.png]] > Administration'''
<blockquote>
<blockquote>
;Access Management:
;[[File:GearIcon.png]] > Administration > Access Management:
:;[[Users]]: Add, edit, or delete users, reset passwords, manage territories  
:;[[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  
:;[[Teams]]: Show team org chart, add, edit, or delete teams, change tab and log preferences  
Line 10: Line 10:
:;[[Team Data Sharing Policies]]:Create permissions for viewing data across teams and roles
:;[[Team Data Sharing Policies]]:Create permissions for viewing data across teams and roles
:;[[Views and Reports|Manage Views and Reports]]:Make global changes to views and reports.
:;[[Views and Reports|Manage Views and Reports]]:Make global changes to views and reports.
{{#if: {{ShowIsvInfo}} |
:;[[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}}


;Data Management:
:;[[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
 
;[[File:GearIcon.png]] > Administration > Data Management:
:;[[Import Data]]:
:;[[Import Data]]:
:;[[Export Data]]:
:;[[Export Data]]:
:;[[Mass Update Data]]:
:;[[Mass Update Data]]:
:;[[Mass Ownership Change]]:
:;[[Mass Ownership Change]]:
:;[[Mass Delete]]:
:;[[Mass Delete Data|Mass Delete]]:
:;[[Job Scheduler]]:
:;'''Job Scheduler''':


;Company Setup:
;[[File:GearIcon.png]] > Administration > Account Management:
:;[[Company Information]]:Edit Company Information and notification-email settings  
:;[[Company Information]]:Edit Company Information and notification-email settings  
:;[[Business Hours Calendars]]
:;[[Business Hours Calendars]]
:;Google API configuration
:;[[Subscription Summary]]:View current licensing for your company  
:;[[Subscription Summary]]:View current licensing for your company  
{{#if: {{ShowIsvInfo}} |
::[[Single Sign-On|Single Sign-On Settings]]:Manage multiple-system security-authorizations}}


;Monitoring:
:;[[Single Sign-On|Single Sign-On Settings]]:Manage multiple-system security-authorizations
;;[[Import Queue]]:
;;[[Export Queue]]:
;;[[Mass Operation Status]]:
;;[[Storage Usage]]:
;;[[API Calls Log]]:
<!--;;[[Phone Log]]: -->
:;[[Audit Log]]:View the field-audit Log
;;[[Scheduled Job Log]]:
;;[[Process Monitor]]:


<blockquote>
{{:Monitoring}}
</blockquote>

Latest revision as of 23:32, 7 April 2014

GearIcon.png > Administration

GearIcon.png > 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
GearIcon.png > Administration > Data Management
Import Data
Export Data
Mass Update Data
Mass Ownership Change
Mass Delete
Job Scheduler
GearIcon.png > 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

GearIcon.png > Administration > Monitoring

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.