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Administration Guide

Introduction

Administrators are super-users within the application environment. An administrator has a range of responsibilities, from managing users through to configuration of new data structures and processes.

Administrator Users

Administrators are a separate class of profile from regular app users. An administrator should also have a user account set up, with a username that matches the administrator account. Typically an admin will log in with their user account first, then login to the administration console.

Operating System Administrators

{{#if allow_admins_to_manage_admins}} Administrators with appropriate capabilities can manage other administrator profiles. Details are found in Manage Administrators. {{else}} Some administration tasks, such as creation of new administrators and re-enabling previously disabled admins, can only be performed by users with access to the app server operating system. Details are found in Manage Administrators. {{/if}}

Developers

A separate developer's reference, including API samples, is available in the Dev Reference

Contents

Classifications

App Configs

Definitions

Users and Access

Messaging

General Concepts

  • Substitutions provide insertion of data into calculated conditions, captions, message templates and dialogs