Getting Started with General Administration Guide

Within our documentation, some content might be specific for cloud deployments while other content is relevant for on-premises deployments. Any content that applies to only one of these deployments is labeled accordingly.

The Unifier General Administration Guide explains how the Company Administrator should use the general options that are available in the Admin mode of operation.

Depending on permissions, among other tasks, the Company Administrators can:

Create or modify projects
Create data definitions for custom attributes on BP forms
Activate business process schemas
Define record numbering schemas
Create users and groups and grant their permissions
Set up templates
Add currencies

For more details about Company Administrator, see Administrators in Unifier.

Access to functionality is granted through permissions.

A Company Administrator can set permission from the following modules:

Access Control
Company User
User Administration > Groups
Standards & Libraries > Permissions

The ability to utilize a specific function depends on permissions settings granted by the Company Administrator, set in Admin mode.

There are two modes of operation:

Admin (Administration) mode
Company Administrator work in Admin mode to set up, for example, company, and project or shell properties, user permissions, templates for major features, data structures, and configure and set up business process (BP) workflows.
User mode
Users spend most of their time in the User mode. The User mode allows users perform the day-to-day activities, collaborate through business processes and Mailbox, maintain, for example, the Cost Manager, Schedule Manager, and Document Manager, and run reports.

User Help explains how to use the options that are available in the User mode of operation.

You can switch between modes using the mode icons ( User mode and Admin mode). These options are not available for the Home workspace.

Note: On touchscreen-enabled devices, the close button (x) is displayed for every page or tab in the location bar at the top of the application, instead of being displayed only for the active page or tab.

Last Published Tuesday, December 12, 2023