Introduction
Overview
OpenAir is a highly configurable system that provides superb project management capabilities for companies and service providers in many different industries. Account administrators are involved in many aspects of the OpenAir system. This Administrator Guide helps you as you tackle your account administration duties. They may include:
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Knowing how your particular OpenAir environment is configured and the options that exist to enhance your account functionality.
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Entering or supervising the entry of key information such as new employees or contracts, and maintaining the information accuracy.
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Modifying form permissions on OpenAir forms and designating them as required, read-only, or hidden to meet specific company needs. This can assist you in controlling sensitive information using application roles. See Form Permissions and Roles Overview.
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Answering questions about using the account. Many times you become your company's Help Desk. Many account administrators produce employee guides that address your company's configuration.
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Ensuring compliance with your company processes and policies by maintaining best practices within OpenAir.
In this document, we address the configuration options that exist within OpenAir. While you may already use some of them in your account, others may be something you will consider implementing at a future date for specific needs identified by your employees. You've probably asked yourself “How can I change...?” or “Can I do...?” This document is designed to help you answer some of those questions.
Refer to the following help topics: