Administration
Administration is a tool for managing tenants, users, and roles in your OneStop Reporting system. You can create new users and grant access to modules, such as, Reporting, Archive, Budgeting, and Report Designer. You can also configure access to the ERP system within these settings.
NOTE: You must have administrator’s authorization to access this module.
In Administration, there are three levels; top level, group level, and tenant level.
- As an administrator at the
top level, you can set up new tenants and create subgroups and give users authorization as administrators for their tenants. See Administration for top level. - As an administrator at the
group level, you can manage users and roles at the group level. See Administration for group level. - As an administrator at the
tenant level, you can manage users and roles at the tenant level. See Administration for tenant level.
To access Administration;
- Click
Administration.
The tasks administrators can perform vary based on what access level they have. Below is a list of tasks for the different levels.
Administrator tasks for top level:
- Search for tenants, companies and users in the data tree
- Require Multi-Factor Authentication for all users
- Require Azure Active Directory (AAD) sign-in for all users
- Add administrators for top level
- Create a new tenant
- Create new group
- Organize tenants and groups in the tree structure
- Create report for Top (customer) level
- Search for users
Administrator tasks for group level:
Administrator tasks for tenant level:
- Change tenant level
- Add a new company to a tenant
- Add Free Text information to companies
- Delete company
- Add integrations to a tenant
- Create new role
- Create users in a tenant
- Remove users
- Change ownership of content
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