System Administration Guide

From LongJump Support Wiki
Revision as of 19:36, 3 May 2011 by imported>Aeric (Text replace - 'Platform Admin' to 'System Admin')
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These pages provide the information needed to manage users, roles, applications, and other artifacts of an installed platform.

Intended audience:

  • System Administrator
  • Team Manager

Logging In

In order to administer the features in your instance of the LongJump Platform, login as a user with administration privileges.

The initial login account is: admin@longjump.com

Additional users may also be assigned roles with administration privileges. Follow your organization's guidelines, or contact your system administrator.

Locale-Specific Settings

By default, the platform is configured for North American locales. Other locales can be at least partially configured in Company Information, where you can specify:

  • Date Format - Choose the order in which month, day, and year are displayed, and the symbols that divide them.
  • Currency Symbol - Specify the symbol or symbol-sequence used to designate currency.
  • Time Zone - Determine how times are displayed.
  • Available Languages - Choose from among the default list of [[Supported Languages].

Managing Platform Resources

Settings > Administration

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
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
External Email Tracking
Enable External Email Tracking
Subscription Summary
View current licensing for your company
Company Information
Edit Company Information and notification-email settings
Configure LDAP Information
Automatic user authentication.
Company Logo
Upload company graphics
Single Sign-On Settings:Manage multiple-system security-authorizations
Company Messages
Post and schedule messages to users
Views and Reports
Manage Views and reports
Audit Logs
View Audit Logs

Managing Administrative Permissions

See Category:Administrative Permissions for a listing with links to instructions for each permission.