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Admin Console: Difference between revisions
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== Accessing the console == | == Accessing the console == | ||
[[File:Resco Cloud admin console.png|right|600px]] | [[File:Resco Cloud admin console.png|alt=resco cloud admin console|right|600px]] | ||
# Using a web browser, connect to your organization: | # Using a web browser, connect to your organization: | ||
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# Select '''Resources > Users''' from the menu. | # Select '''Resources > Users''' from the menu. | ||
# Click '''New'''. | # Click '''New'''. | ||
# Enter the details of the new user. Don't forget to add one or more roles.<br>[[File:Adding a user in admin console.png|600px]] | # Enter the details of the new user. Don't forget to add one or more roles.<br>[[File:Adding a user in admin console.png|alt=Adding a user in admin console|600px]] | ||
# Click '''Save & Close'''. | # Click '''Save & Close'''. | ||
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#* '''Must change password''': Selected users must change password next time they connect to the backend server. | #* '''Must change password''': Selected users must change password next time they connect to the backend server. | ||
#* '''Send to users by email''': Send the new random or configured password in an email to your users. | #* '''Send to users by email''': Send the new random or configured password in an email to your users. | ||
#: [[File:Set password options in the admin console.png|600px]] | #: [[File:Set password options in the admin console.png|alt=Set password options in the admin console|600px]] | ||
# Click '''Confirm'''. | # Click '''Confirm'''. | ||
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== Organization == | == Organization == | ||
[[File:Admin console organization.png|thumb|right]] | [[File:Admin console organization.png|alt=Admin console organization|thumb|right]] | ||
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. | 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. | ||
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* Select a connected organization and click '''Pull From''' to import from the selected environment into your organization. | * 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. | # Select '''Schema Only''' to update metadata only; select '''Custom''' to include data. | ||
#* In the case of custom import, select what to import, then click '''Pull From''' again.<br>[[File:Pull from step 1.png|600px]] | #* In the case of custom import, select what to import, then click '''Pull From''' again.<br>[[File:Pull from step 1.png|alt=Pull from: step 1|600px]] | ||
# Review the components that you selected for import. | # Review the components that you selected for import. | ||
#* On the '''Schema''' tab, set the import '''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). Optionally, check '''Show All Entities''' to display the full list of entities (including those without changes).<br>[[File:Pull from step 2.png|600px]] | #* On the '''Schema''' tab, set the import '''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). Optionally, check '''Show All Entities''' to display the full list of entities (including those without changes).<br>[[File:Pull from step 2.png|alt=Pull from: step 2|600px]] | ||
# Click '''Save & Close''' to perform the changes. | # Click '''Save & Close''' to perform the changes. | ||