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Admin Tab and Admin Users

The Admin tab is only visible to users who have been granted Admin access via their Access Setting. Depending on their Access Setting, some users may only see a small number of Admin options while others see everything.

The ribbon at the top of the Admin tab shows the currently logged in user's name, their last logon date and time, and their Access Setting profile name.

 

What an Admin User Can Do

An Admin User can add, edit, or delete users up to the licence limit, manage groups, add and edit Filing Cabinets and Folders, grant or withdraw permissions for users and groups, edit the indexing structure, manage Scan Settings, view and update the Virtual Cabinet licence, check the integrity of stored documents, activate and manage the Portal, and add, edit, or delete Processes and Tasks.

 

The Admin Tab Panels

The Admin area is divided into panels, each covering a different area of the system: Filing Cabinets, Users and Groups, Portal, Structure, Security, Scan Settings, Maintenance, Global Settings, Licence, Document Creation, Custom Extensions, Email, Processes and Tasks, and Document Retention.

Hover over any option to underline it, then click to open it.

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