Administration – Overview

welcome to our case today we’re going to
show you an overview of our case
administration when you log into our
case you’ll land on the home screen or
the dashboard screen on the left hand
navigation you’ll see we have all of
your modules and we’re going to go into
the admin module starting in security
there’s quite a bit that you can
configure around LDAP users functional
access control and we’ll talk a little
bit about that now you can sync your
organization hierarchy all of your LDAP
groups can be can be synced with our
case and once your groups are in here
you do have the ability to add to your
groups whether they’re subgroups whether
they’re new users you can add existing
members to new groups you also have the
ability to add ad hoc groups once you’ve
created your actual groups you also have
the ability to drill down into your
functional access control your
individual functional access control is
driven by role based access control you
can create your own role based access
and link them directly to your groups if
you drive down into your actual roles
you do have the ability to create your
own role or a new role in our case this
would be a brand new role here showing
the apple application role section once
you create your role you can then drill
down into individual privileges there
are quite a few individual privileges
that you can authorize or not authorize
per the role base group once you’ve
created these roles they are linked
directly the functional access control
that is tied directly to your
organization hierarchy additionally you
do have the ability to manipulate the
modules that specific roles have access
to if you do not want to drill down into
specific privileges you also have the
ability to update your calendar
configuration this would have to do with
the calendars that are created for
specific object types like complaints
cases HR documents things along those
lines you also have the ability to
update your calendar credentials your
document delivery this would be all of
your emails and how you can
liber documents and whether you can
deliver them by email as attachments or
hyperlinks you also can manage the
security runs or email templates in
addition around security you also have
the ability to dictate your Microsoft
Exchange configuration if you choose to
use Microsoft Exchange moving into the
dashboard configuration you do have the
ability to restrict Dashboard widgets
that’s the dashboard module or the home
screen and what widgets or individual
pieces of information that each group
can actually have access to and you can
restrict those accordingly with the same
paradigm you can do the same thing for
reports all reports that are configured
in our case will be listed here in the
reports configuration and you can give
access to individual groups or roles
additionally you have the forms
configuration and we’ll go into forms
configuration in a later in a later
video workflow configuration also shows
you how to create a new work flow model
and upload that work from a model into
our case and then tie it to your forms
you can tie your individual work flows
through this form spreadsheet or this
drools rule spreadsheet to dictate when
a work flow is kicked off whether it is
a specific form that has worked on or
created or a document that is uploaded
or anything around an actual action that
can trigger overall workflow
additionally you have label
configuration not only do you have
internationalization but you have the
ability to change all of your labels
throughout the application whether it’s
changing a label in a specific module or
actually changing the module names
themselves a few other things you have
access to are the branding or logo you
have the ability to update your logos
either on the login page or the header
and you also have the ability to apply
custom CSS if you’d like to do so
additionally we have configuration
around correspondences correspondence
templates can be created and upload
into our case and can be made active or
inactive you also have the ability to
delete or version control any of these
individual templates these templates
utilize what are called merge field
configuration and these are mapped to
the actual templates there uses
placeholders so when you upload that
correspondence on a specific document
management section they will populate
the information from that specific
object you also have the ability to
configure your seamless configuration
and right now we have it obviously
linking directly out to alfresco and
open CMAs overall you can do a lot of
configuration in this application most
of these things are done by a super user
but once again this is how you update
our case admin configuration