piabpe-help

This section of the help explains how to set up and manage some of the more advanced elements of the system. Except where noted none of this functionality can be accessed from a Team Licence.

The functionality is accessed from the Main Menu 'admin' item as follows:

• Options (available from a Team Licence)
• My Details (available from a Team Licence)
• Communicate with Users (available from a Team Licence)
• Manage Users
• Manage User Accounts
• Manage Permissions by User
• Manage Project Controls
• Manage Resources and Users
• Upload/Download Templates
• Export Project
• Server Log
• Current SSL Certificate (available from a Team Licence)
• View all Process Images - (admin only) allows override of the usual rules controlling who sees which navigation diagram
• System Project Property Definitions (admin only)
• Other Project Property Definitions (admin only)
• Update Project Property Cache - (admin only) forces a recollection of project properties from all projects.

The functionality associated directly with a specific portfolio is accessed from the Main Menu 'portfolio' item as follows

• Edit Portfolio Summary Info
• Manage Portfolios

The functionality associated directly with a specific project is accessed from the Main Menu 'project' item as follows

• View Summary Information
• Edit Project Summary info
• Create new Project
• Manage Projects
• Manage Stages
• Manage Document Permissions
• Manage Project Permissions
• Manage Project Roles

The following areas are also relevant for a good understanding of the administration of the system.

• System Administration
• Managing Security
• Install Support and Server Administration
• Importing and moving Projects
• Diagnosis Tool
• Client Administration