System administration overview

System administration tasks fall under the following two categories:

 

  1. Folder Management tasks which include:
    • Planning your folder structure
    • Add, edit, move, and delete folders
    • Assigning user access to folders
  1. User Management tasks which include:
    • Planning your user role structure
    • Assigning user roles
    • Add, edit, and delete users
    • Assigning user access to entities

To perform system administration tasks, you need to have one of the following roles assigned to you:

 

  1. System Admin role
  2. Superuser role

For more information on user roles, see the Allocating user roles help page.

 

 

 

 

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