Help: Admin home page
Overview of the admin home page
The admin home page and the functionalities available on the page are based on the profile of the logged in user. The different users are listed below:
- Helpdesk admin - Has access to all the accounts in the application.
- DAM (Distributor administrator) - Has access to the user's distributor account and all the companies under the distributor.
- CAM (Company administrator) - Has access to those companies which are assigned to the user as primary or additional accounts.
- eCAM (Delegated administrator) - Has access to only one company which the user is associated with.
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What can an administrator or help desk administrator do from the admin home page?
The administrator or helpdesk administrator user has access to all the accounts in the application.
The following sections are available on the home page screen:
- Dashboard - This section displays all the accounts which has users in pending or to be approved status. The account name, the number of users to be approved and the number of users to be activated are displayed.
- Search user - This section helps to search for a user on pre-defined search criteria.
- Search company - This section helps to search for a company on pre-defined search criteria.
A helpdesk admin can do the following from the home page:
- Click on an account name in the dashboard to go to the corresponding maintain screen. It may be a distributor or a company.
- Click on user's to be approved to go to the Users to be approved screen. You can approve users using this screen.
- Click on the number of users to be approved for a given account name. The Users to be approved screen appears.
- Click on the check box to select the users to be approved for given account name.
- Click activate to activate the selected users.
- Click activate all to activate all the users for the given account name. Alternatively, you can click on the name link in Users to be approved screen. The Approve users screen appears.
- Select the applications to be assigned and click submit. The User profile status screen displays the message that the user profile has been set up.
- Click on the User's to be activated link to go to the Users to be activated screen. You can activate users using this screen.
- Search for a user - Click the Search user link to expand the section. Enter your search criteria and click submit to go to the User search results screen.
- Search for a company - Click the Search company link to expand the section. Enter your search criteria and click submit to go to the Company search results screen.
- Click on the Users pending for SSO credentials set up link. The Users pending for SSO credentials set up screen appears.
- Click on the User name link. The Add SSO details screen appears.
- Provide credentials so that the user SSOs gets approved. The Manage user application/SSOs status screen appears displaying the message that user service have been updated successfully.
The following are the links available on the left pane of the home page:
- Admin home - Click this link to go back to the Admin login page from any screen in the Admin application
- User - Click this link to go to the User screen.
- Create user - Click this link to go to the Create user screen.
- Upload file- Click this link to go to the Upload file screen.
- Company - Click this link to go to the Company screen.
- Create company - Click this link to go to the Create company screen.
- Assign delegated admin - Click this link to go to the Assign delegated screen.
- Distributor/BU - Click this link to go to the Distributor/BU screen.
- Create distributor/BU - Click this link to go to the Create distributor/BU screen.
- Application/service - Click this link to go to the Application screen.
- Create application/service - Click this link to go to the Create application/service screen.
- Create role - Click this link to go to the Create role screen.
- Assign roles to application - Click this link to go to the Assign roles to application screen.
- Log off - Click this link to log off from the admin application.
Below is the screen shot of the admin home page when a help desk admin logs in to the application.
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What can a Company Administrator or CAM do from the admin home page?
A Company Administrator (CAM) has access to those companies which are assigned to the user as primary or additional accounts.
The following sections are available on the home page screen.
- Dashboard - This section displays only accounts which are assigned to a CAM and which has users pending or to be approved.
- Company details - This section displays basic company details such as account, parent of the company, account type, creation date and status. Select the company name from the Company name drop-down list box to view the details of that company.
- Search user - This section helps to search for a user on pre-defined search criteria. The search for user option is displayed only when the number of users for the company selected in company details section is greater than 20.
- Company users - This section displays basic company user details such as name, login name, role name, user type, status and quick links of the users who belong to the selected company in company details section.
- Linked applications/services - This section displays basic application or services details of the applications or services which are linked to the company such as application name, URL, type and status. Click the Application name link to open the Link services/applications screen.
A CAM user can do the following from the home page:
- Click on a company name link to go to the Maintain company screen.
- Click on the user's to be approved link to go to the Users to be approved screen. You can approve users using this screen. Click on the number of users to be approved for a given account name. The Users to be approved screen appears. Click on the check box to select the users to be approved for given account name. Click activate to activate the selected users. Click activate all to activate all the users for given account name. Alternatively, you can click on the name link in Users to be approved screen. The Approve users screen appears. Select the applications to be assigned and click submit. The User profile status screen displays the message that user profile has been set up.
- Click on the user's to be activated link to go to the Users to be activated screen. You can activate users using this screen.
- View company details
- Click the Company details link to expand the section.
- By default the company with which the user has logged in to the portal is selected and details pertaining to that company are displayed. Select another company name from the drop-down list. You can view the details of the company you selected.
- Search for user
- Click the Search user link to expand the section.
- Enter your search criteria and click submit. The user list gets updated based on the search criteria. The search for user option is displayed when the number of users is greater than 20.
- Get details of the users of the company
- Click the Company users link to expand the section.
- Click the user name link to go to the Maintain user screen.
- Get details of linked applications or services
- Click the Linked applications/services link to expand the section.
- All the application/services which are linked to the company are displayed.
The following are the links available on the left pane of the home page:
- Admin home - Click this link to go back to the Admin log in page from any screen in the Admin application
- User - Click this link to go to the User screen.
- Create User - Click this link to go to the Create user screen.
- Upload file - Click this link to go to the Upload bulk load file screen. You can upload a bulk file using this screen.
- Company - Click this link to go to the Company screen.
- Assign Delegated Admin - Click this link to go to the Assign delegated screen.
- Application/service - Click this link to go to the Application screen.
- Log off - Click this link to log off from the admin application.
Below is a screen shot of the admin home page when a company administrator logs in to the application.
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What can a Distributor Administrator or DAM do from the admin home page?
The Distributor Administrator (DAM) user has access to those companies which are associated with the user's distributor account.
Given next is the list of sections available on the home page screen.
- Dashboard - This section displays only accounts which are assigned to a DAM and which has users pending or to be approved.
- Distributor/BU details - This section displays basic distributor/BU name, ID, parent name, creation date and status.
- Distributor/BU companies - This section displays basic distributor/BU companies details.
A DAM user can do the following from the home page:
- Click on an account name link to go to the Maintain company or Maintain distributor/BU screen.
- Click on the user's to be activated link to go to the Users to be activated screen. You can activate a user using this screen.
- Click the Users to be approved link to go to the Users to be approved screen. You can approve users using this screen.
- View distributor or business unit details - Click the Distributor/BU details link to expand the section.
- View distributor/ BU companies - Click the Distributor/BU companies link to view all the companies under that distributor. Click on the company name link to go to the Maintain company screen.
The following are the links available on the left pane of the home page:
- Admin home - Click this link to go back to the Admin log in page from any screen in the Admin application
- User - Click this link to go to the User screen.
- Create User - Click this link to go to the Create user screen.
- Upload file - Click this link to go to the Upload bulk load file screen. You can upload a bulk file using this screen.
- Company - Click this link to go to the Company screen.
- Create Company - Click this link to go to the Create company screen.
- Assign Delegated Admin - Click this link to go to the Assign delegated screen.
- Application/service - Click this link to go to the Application screen.
- Log off - Click this link to log off from the admin application.
Below is a screen shot of the admin home page when a distributor administrator logs in to the application:
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What can a Delegated Administrator or eCAM do from the admin home page?
The Delegated Administrator (eCAM) has access to only one company which the user is associated with.
Given next is the list of sections available on the home page screen.
- Dashboard - This section displays only accounts which are assigned to an eCAM and which has users pending or to be approved.
- Company details - This section displays basic company details such as account, parent of the company, account type, creation date and status
- Search user - This section helps to search for a user on pre-defined search criteria. The search for user option is displayed only when the number of users is greater than 20.
- Company users - This section displays basic company user details such as name, login name, role name, user type, status and quick link.
- Linked applications/services - This section displays basic application or services details such as application name, URL, type and status.
An eCAM can do the following from the home page:
- Click on the user's to be activated link to go to the Users to be activated screen. You can activate a user using this screen.
- Click the Users to be approved link to go to the Users to be approved screen. Only one company that is the primary account will be displayed if it has pending users or to be approved users. You can approve users using this screen.
- Click on the number of users to be approved for a given account name. The Users to be approved screen appears.
- Click on the check box to select the users to be approved for the given account name.
- Click activate to activate the selected users. Click activate all to activate all the users for the given account name. Alternatively, you can click on the name link in Users to be approved screen. The Approve users screen appears.
- Select the applications to be assigned and click submit. The User profile status screen displays the message that user profile has been set up.
- View company details - Click the Company details link to expand the section.
- Search for a user - Click the Search user link to expand the section. Enter your search criteria and click submit. The user list gets updated based on the search criteria. The search for user option is displayed when the number of users is greater than 20.
- Get details of the users of the company
- Click the Company users link to expand the section.
- Click the user name link to go to the Maintain user screen.
- Get details of linked applications or services
- Click the Linked Applications/services link to expand the section. The section shows all the application/services linked to company.
The following are the links available on the left pane of the home page:
- Admin home - Click this link to go back to the Admin log in page from any screen in the Admin application
- User - Click this link to go to the User screen.
- Create User - Click this link to go to the Create user screen.
- Upload file - Click this link to go to the Upload bulk load file screen. You can upload a bulk file using this screen.
- Company - Click this link to go to the Company screen.
- Assign Delegated Admin - Click this link to go to the Assign delegated screen.
- Application/service - Click this link to go to the Application screen.
- Log off - Click this link to log off from the admin application.
Below is a screen shot of the admin home page when a delegated administrator logs in to the application:
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