Admin Console

From Resco's Wiki
Jump to: navigation, search

Admin Console is a server administration center for the backend configuration. Recommended only for administrators; use it to manage users, import data, create entities, fields, and much more. The console is used when you are using Resco Cloud as your backend server.

Accessing the console

Resco Cloud admin console.png
  1. Using a web browser, connect to your organization:
  2. Enter your organization name, user email address, and password.
  3. Click Log In.
  4. On the landing page of your organization, click Admin Console.

User profile

To display your user profile, and potentially update your user data including password, click the drop-down arrow next to your login name in the top right corner and select Profile. Perform all changes, then click Save & Close.

Data

Select Data > Manage Data from the menu to display a list of entities. Click an entity to display its records. You can filter records, edit them, delete them, or create new ones. You can export entries to a file in .csv format, or import new records from a file.

Import contacts

You can import your contacts from Gmail, Outlook, or LinkedIn. These will be added as records of the Contacts entity.

  1. Export the contacts from the third party to a file in CSV format.
  2. Click Import ... Contacts and select the CSV file you want to import.
  3. Select the code page and delimiter used in your CSV file. Optionally, set a primary key.
  4. Check Auto create customer if you want to create companies from your contacts as new accounts.
  5. Optionally, alter the mapping between CSV headers and entity columns.
  6. Click Save.

Entities

Select Data > Entities from the menu to display a list of entities. You can add new entities or delete existing.

Click an entity to display its properties and a list of fields. You can add or remove fields of the entity.

Click a field to display its properties. You cannot change its logical name and type, but other parameters can be changed.

Note You can also manage entities in Woodford: see Managing entities. In Woodford you select which entities and fields are visible in a particular project; changes in the Admin Console affect directly the data structure on the server.

Entity maps

Select Data > Entity Maps from the menu to display entity-to-entity relationships. You can define new relationships, edit or delete existing ones. You can export entries to a file in .csv format, or import new entries from a file.

To define a new relationship:

  1. Select New from the toolbar.
  2. Select a source and a target entity and click Save.
  3. Select a field from the source entity, pair it with a field from the target entity, and click Add.
  4. You can add multiple pairs.

Automatic numbering

Select Data > Auto-Numbering from the menu to display a list of number sequences. You can define new sequences, edit or delete existing ones. You can export entries to a file in .csv format, or import new entries from a file.

To define new numbering:

  1. Select New from the toolbar.
  2. Name your numbering.
  3. Select the scope: Should each user or business unit have its own numbering sequence, or should the numbers be global?
  4. Select the entity and an attribute that should be numbered.
  5. If you want to reset the counter periodically, select how often and set to what value should it reset.
  6. Use the Suffix Length and Format parameters to set up custom format for your numbering sequence.
  7. Click Save & Close.

Users

Select Resources > Users from the menu to display a list of users. You can add or delete users, or set their password. Use the link in the Project column to open their app project in Woodford.

Click a user name to edit its details. You can also add or delete the roles of a user here.

Create a user

  1. Start the admin console.
  2. Select Resources > Users from the menu.
  3. Click New.
  4. Enter the details of the new user. Don't forget to add one or more roles.
    Adding a user in admin console.png
  5. Click Save & Close.

Teams

Select Resources > Teams from the menu to display a list of teams. You can add or delete teams, edit teams properties and manage its members.

Business units

Select Resources > Business Units from the menu to display a list of business units. You can add or delete business units and define parent-child relationships between them. A child unit can have one parent; a parent can have multiple child units.

Security roles

Select Resources > Security Roles from the menu to display a list of security roles, for example field worker or system administrator. You can add or delete roles, or clone them to create a duplicate.

Click a role to exactly define its the access level. Access level also depends on concept of ownership: no access, access to user-owned records, business unit owned records, parent unit owned records, or records owned by the entire organization.

On the Entities tab, you can define the following permissions for each entity: create, read, write, delete, append, append to, and assign.

On the System tab, you can configure if the user can create/read/write/delete entities and attributes, and publish project customizations.

On the Core tab, define user's access to system components and functions.

On the Customization tab, define user's access to project language, management, customization, device audit, security policies and device management.

Processes

Select Processes Center > Processes from the menu to display a list of jobs, work-flows, and real-time processes.

Select Processes Center > Logs from the menu to display the list of saved logs from automatic processes.

Select Processes Center > Plug-in Assemblies from the menu to display a list of plugins. To get started with RescoCRM Plugin development, download RescoCRM Plugin SDK.

Auditing

Select Settings > Auditing from the menu to display audit logs. You can filter and sort the results and export it to a file in CSV format.

See Auditing for general information about setting up actions that should create audit log entries.

Organization

Select Settings > Organization from the menu to edit the properties of your organization. You can also export the organization or import it from a file, delete demo data, or even delete the entire organization.

  • Organization name: Name of your organization as specified when you created the organization. It cannot be changed.
  • Organization ID: Unique ID assigned to your organization by Resco CRM server.
  • Currency: What should be the main currency of your organization?
  • User roles: Number of unique user roles in your organization.
  • Users: Number of unique users in your organization.
  • Application URI scheme: Defines a designation of the application used for communication with external applications
  • Chatter
  • Email
  • Email integration
  • Marketing integration - integrate Resco CRM server with external marketing services
  • Azure AD
  • ADFS
Settings
  • Name format: Select the order of names (first name, middle name, last name, separators, initials)
  • Pricing decimal precision: When rounding prices, how many decimal digits should be used?
  • Display currencies by using: Select currency symbol or currency code
Audit settings
  • Start auditing: Select this to enable auditing. Use the options below to select what should be included.
  • Audit user access
  • Audit entity schema
Licensing
  • License type
  • License expires on

Environments

Select Settings > Environments from the menu to define connected environments or suborganizations for your organization. Once you connect to another organization, you can import data from it. This allows you to quickly maintain and manage multiple similar environments; for example, one organization for testing and another for production.

Connect or clone

You have two options for creating connected environments: connect to an existing organization or clone your current organization.

  • Click Connect Organization and specify the credentials of an existing organization. Click Save & Close. The organization is added to the list of connected environments.
  • Click Clone Organization to create a copy of your organization. Enter a name for the clone and specify other parameters of your organization. If you want to copy also the data, check Include organization data and select the entities that should be copied. Click Save & Close to start the cloning. Depending on the amount of cloned data, this may take a few seconds, several minutes or more.

Work with connected organizations

  • Click a connected organization to display its basic properties. Click Show System Fields to display additional parameters. You can even modify some of the values. Click Save to save your changes, or Cancel to return to the organization list.
  • Select a connected organization and click Disconnect Organization to remove the organization from the list of connected environments. Both organizations remain intact, they are just not connected any longer.
  • Select a connected organization and click Pull From to import from the selected environment into your organization.
  • Select Schema Only to update metadata only; select Custom to include data.
  • As Mode, use Import to merge changes (only new or changed entities and fields are transferred to the local organization; any extra fields in the local organization are not removed) or use Update to create an exact match (can result in loss of data in the local organization, for example when a field with data is removed from an entity).
  • Check Show All Entities to display a list of entities and manage what entities to import.