Administration Settings

Overview

In addition to the settings in the System setup, the System Administrator should configure additional parameters and features to establish the working environment. The settings include the tasks below.

User Document: Administration

Actions

Advanced configurations (without *) should be implemented only when you possess a comprehensive understanding of the system or have a specific requirement.

Tasks	Actions / Description	Person

Tasks	Actions / Description	Person
Application access *	This setting determines how users can access Workbench, including the assignment of licences, roles and permissions to user, as well as the Site Map configuration: Licence allocations Licence matrix Roles Permissions User Roles Matrix Site maps	System Administrator
General config	This is designed to enable the System Administrator to modify the global controls, tailoring the system's response to meet the specific needs of your company in further detail: Control Parameters Settings Grid Management Lookups Extension Columns Statuses * Email Templates File Groups
Data transfer *	This section is for control the template format for import/export and the integration with financial system: Data Imports Import/Export logs (view only) MYOB AccountRight Integration MYOB Advanced Integration Business Central Integration Xero Integration SAP Business One Data Extraction (Xtracta) Downloader Upvise Integration Exonet Integration Custom details on AR/AP Exports
System Admin	Items in this category pertain to general system administration and are typically not required for daily operations.
Technical parameters	When applied.
Users management *	User accounts management.