The Admin work area is where users with the appropriate permission profile perform work that affects office settings. These activities include:
- Manage contact, user accounts and permission profiles
- Manage customers and tags
- Manage system defaults
- Manage the various libraries used throughout the system
- Manage the various templates used throughout the system
- Manage tasks and workflows
To access this area, select Admin on the Dashboard, the Admin Home tab displays the following sections:
- Users & Permissions. This is where you create and manage users, general contacts, and manage permission profiles. For additional information, see: Users & Permissions.
- Maintenance. This is where you manage customers and tags associated with your office. For additional information, see: Maintenance.
- Default Settings. This is where you update system default settings. For additional information, see: Default Settings.
- Libraries. This is where you manage position descriptions announcement items, competencies and eligibilities. For additional information, see: Libraries.
- Templates. This is where you manage announcement, notification and assessment package templates. For additional information, see: Templates.
- Workflow. This is where you manage task and workflow templates. For additional information, see: Workflow.