Administration¶
The Administration module provides system administrators with the tools to manage users, control access, configure integrations, set up notifications, and customise the platform for their organisation.
Administration Screens¶
| Screen | Description |
|---|---|
| Users | Create and manage user accounts |
| Roles & Privileges | Define access roles and granular module permissions |
| Notifications | View system notifications and integration alerts |
| Settings | Platform-wide configuration including integrations and planning parameters |
| Custom Columns | Add organisation-specific columns to any screen |
| Profile | Per-user profile and security settings |
Required Privilege¶
Access to the Administration section is controlled by the Admin privilege. Users without Admin access can access their own Profile page but cannot see or modify any other administration screens.
Specific privileges within Administration:
| Screen | Privilege |
|---|---|
| Users | Admin - Edit |
| Roles | Admin - Edit |
| Settings | Admin - Edit |
| Custom Columns | Admin - Edit |
| Notifications | Available to all authenticated users |
| Profile | Available to all authenticated users |