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Created page with "Admin Console is a server administration center for the back-end configuration. Recommended only for administrators; use to to manage users, import data, create entities, fiel..."
Admin Console is a server administration center for the back-end configuration. Recommended only for administrators; use to to manage users, import data, create entities, fields and much more.

The console is used when you are using [[Resco CRM server]] as your back-end server.

To access the console, log in to your organization at Resco and select '''Admin Console'''.

== Data ==

Select '''Data > Manage Data''' from the menu to display a list of [[Entity|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.
# Export the contacts from the third party to a file in CSV format.
#* [https://support.google.com/mail/answer/24911?hl=en Gmail]
#* [http://office.microsoft.com/en-us/outlook-help/export-contacts-HA101870639.aspx Outlook]
#* [https://www.linkedin.com/addressBookExport LinkedIn]
#* Alternatively, you can create a CSV file manually.
# Click '''Import ... Contacts''' and select the CSV file you want to import.
# Select the code page and delimiter used in your CSV file. Optionally, set a primary key.
# Check '''Auto create customer''' if you want to create companies from your contacts as new accounts.
# Optionally, alter the mapping between CSV headers and entity columns.
# 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 [[field]]s. 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.

== Entity maps ==

Select '''Data > Entity Maps''' from the menu to display entity-to-entity [[relationship]]s. 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:
# Select '''New''' from the toolbar.
# Select a source and a target entity and click '''Save'''.
# Select a field from the source entity, pair it with a field from the target entity, and click '''Add'''.
# 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:
# Select '''New''' from the toolbar.
# Name your numbering.
# Select the scope: Should each user or business unit have its own numbering sequence, or should the numbers be global?
# Select the entity and an attribute that should be numbered.
# If you want to reset the counter periodically, select how often and set to what value should it reset.
# Use the Suffix Length and Format parameters to set up custom format for your numbering sequence.
# Click '''Save & Close'''.

== Users ==

Select '''Resources > Users''' from the menu to display a list of [[Security_model#User|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 roles of a user here.

== Teams ==

Select '''Resources > Teams''' from the menu to display a list of [[Security_model#Team|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 [[Security_model#Organization_and_business_unit|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_model#Security_roles|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 [[Security_model#Ownership|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 [[Security_model#Permissions|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 [https://routes.resco.net/Docs/RescoCRM.Plugin.SDK.zip RescoCRM Plugin SDK].

== Auditing ==

Select '''Settings > Auditing''' from the menu to display audit logs.

== Organization ==

Select '''Settings > Organization''' from the menu to edit the properties of your organization. You can also delete the entire organization, export it or import a new one.

* Organization name: Name of your organization as specified when you created the organization. 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
* [[Chatter]]
* Email
* Email integration
* [[Integration with marketing services|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


[[Category:Resco CRM]]
[[Category:Resco Routes]]

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