Administration

Administration is a tool for managing tenants, licenses, users, and roles in your OneStop Reporting system. You can create new users and grant access to modules, such as, Live Reporting, Archive, Get Data, 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. You also manage licenses for all tenants. See Administration for top level.
  • As an administrator at the  group level, you can manage users, roles and licenses at the group level. See Administration for group level.
  • As an administrator at the  tenant level, you can manage users, roles and licenses at the tenant level. See Administration for tenant level.

 

To access Administration;

  • Click https://help.onestopreporting.com/wp-content/uploads/2017/03/icon_getdata_job_processing.png Settings and then click https://help.onestopreporting.com/wp-content/uploads/2018/09/elements_hierarchy.png Administration.

 

Do you want to organize your tenants in groups?

As an administrator for the top level, you can create groups to organize your tenants.

  • Click New group.

 

Organize tenants and groups in the tree structure

You can use drag-and-drop to organize the tenants in your groups in the tree structure. You can, for example, move your tenants from one group to another. In addition, you can have a tenant in multiple groups if you want. When you move or add a tenant to a group, the group users are automatically added to the tenant you add or move.

NOTE: This functionality is only available for users with shared licenses.

 

Move tenant to another group

To move a tenant to another group;

  1. Click the tenant and drag it to the group header.
  2. Select the Move here option.

The group users in the destination group will automatically be added as tenant users in the tenant you moved.

NOTE: If you move a tenant from one group to another, the group users from the original group are removed from the tenant.

C:\Users\ashild\AppData\Local\Temp\SNAGHTML6f484cf1.PNG

In the example in the figure, we move the Financely tenant under the Team William group to the Team Noora group. All group users from Team William are removed and the group users in Team Noora will be added.

 

Add tenant to another group

To add a tenant to another group, while keeping the tenant in the original group;

  1. Click the tenant and drag it to the group header.
  2. Select the Add here option.

You will now have the tenant in both groups.

The group users will automatically be added as tenant users.

C:\Users\ashild\AppData\Local\Temp\SNAGHTML6f48149b.PNG

In the example in the figure, we add the Financely tenant under the Team William group to the Team Noora group. In this way, we have the Financely tenant under both the Team William group and the Team Noora group. The group users for Team Noora will be added, and the group users for Team William are kept.