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System Administration

System Administration

Overview

System Administrator with the appropriate permissions should do the establishing the system by maintaining settings, configuring modules, managing licenses, and overseeing user accounts. These tasks are crucial for ensuring system stability and adapting to the changing business needs of the organisation.

Note

  • It's advised that you acquaint yourself with Workbench Structure before undertaking this task.

  • To perform the task, a user needs not only the role of System Administrator but also Admin permission.

Individuals serving as System Administrators may also assume the role of License Administrator, or these roles may be occupied by different individuals.

Actions

These are the general steps for administrative tasks, which include setting up a new system and updating configurations or settings of an existing instance to align with changes in business operations. As this involves a mix of technical and business parameters, it is advisable to involve or consult with other teams in the organization, such as finance and project management.

 

Tasks

Actions

Person

Tasks

Actions

Person

System setup *

For basic settings of a new system.

  • Setup Wizard

  • System setup

  • General settings

System Administrator

Work Breakdown setting *

Define all Work breakdown elements that applied to organisation.

 

Administration settings *

For additional configurations such as manage users, access levels, settings, grids, interfaces, etc.

 

Module configuration *

This steps is for modules configure before populate them.