ABC Cloud Admin Panel

Introduction:

ABC Cloud Admin Panel is a tool aimed at admins in your organization. The tool is designed to provide admin users of ABC Cloud with control over their organizational management. This guide will walk you through the various features and tools available in the Admin Panel so that you can effectively manage your organization's operations and settings.

1. Accessing the Admin Panel

If you don't have permission, request it from your ABC consultant or ABC Support (Support@abcsoftwork.com).

To access the ABC Cloud Admin Panel, follow these steps:

1) Log in to your ABC Cloud account using your credentials.

2) Once logged in, you will find an icon on the right side of the main menu. (If you don't see this, try logging out and logging in again.)

3) Access the Admin Panel interface on the "Admin Panel" icon.

2. Creating new users

The Admin Panel allows you to create new users for your organization. This section guides you through the steps of creating a new user and assigning necessary permissions and settings.

The following permissions and settings can be entered:

1. Information on the new user

Email (*)
First Name (*)
Last Name (*)
Phone Number
Preferred language for emails and similar (*)
Job Title (*)
Department (*)

2. Permissions

3. Homepage Setup

4. Access Control (Must be set up for your organization)

(*) = required

You will find the button here:

Welcome mail

For all new users, you need to manually send a welcome mail that will guide the user to create a log in. It is best to send this when you have completed the user setup.

You will find the button for the welcome email here:

3. Editing existing users

To edit existing users within your organization, click on the respective user in the overview. A pop-up window will appear where you can update information, change permissions, and manage users' homepages (+ change access control if applicable to your organization). Click the "Save & Close" button after making your changes.

4. Handling information

The Admin Panel allows you to manage and update information related to users in your organization. This includes updating the following:

First Name (*)
Last Name (*)
Phone Number
Preferred language for emails and similar (*)
Job Title (*)
Department (*)

(*) = required

5. Configuring Permissions

Configuring permissions is important to control what your organisation's users can do. Permissions in ABC Cloud can be divided into different predefined user roles and permissions.

Permissions

You can choose three levels per permission, and they work like a staircase, where choosing a higher level automatically includes the levels below it. (Example: If you have "Administrate Reports," you automatically have "Create Reports" and "View Reports.")

The Administrate level allows users to manage reports for the entire organization, including "Edit Mode." Changes made in "Edit Mode" and subsequently saved will apply to everyone in the organization. Administrating Checklists also allows editing all checklists in the organization.
The Create level allows users to create private reports and create and assign checklists for personal use.
The View level provides no rights other than viewing reports and checklists.
Download data allows the user to download data directly from ABC Cloud.

Roles

The predefined roles are Admin, Super User, User, and Custom.

The Admin role grants all permissions for both Reports and Checklists.

The Super User role grants Create permissions for Reports/Checklists.

The User role grants View permission for Reports/Checklists.

The Custom role is automatically selected for other configurations not mentioned above.

Simple view

The Simple view function makes the user's menu bar consist only of the "Home" menu. When selected, the role is set to "User," and only View permissions are granted.

6. Setting up homepages

Customizing the homepage in the Admin Panel is important to ensure it fits the specific user's needs. Here, you can control which dashboards and reports the user has on their homepage. You can only choose one dashboard per user, and the number of favourite reports is unlimited.

In this view, you can also see the checklists assigned to the user.

The view looks as follows:

7. Access Control

Note: Access Control must be set up for your organization for this feature to be available.

Access Control allows you to configure which data sources each user can access.