Configuration

Open

Most of your configuration-related settings are at the main drop-down menu under the following icon:

Once opened, you will see the following:

Edit My Menu

Click here to view the Menu section

Privacy Settings

You can configure your profile access by selecting your top page menu 'Configuration' icon:

Select 'Privacy settings' from the drop-down menu:

You will then be able to specify who can access your profile posts, file, pins, reports, apps, dashboard, etc:

To allow everyone in your organization to view your profile and resources, select 'All users'.
To limit the access only to your department colleagues, select 'Only my department'.
To restrict the access only to the people following you, select 'Only users which are following me'.
Another option, 'Only my department, other users of my groups and users which are following me', allows limiting the access to your department colleagues, members of the groups you are part of, and people who are following you.
To restrict access to only specific users, select 'Only the following users' and list your colleagues by typing in their names and selecting them.

Language

Select the following menu:

Select your language and press 'Save & Close':

Calendar

You can set your calendar's access control by pressing the following button:

You will see a dialogue displaying various options for your calendar:

To allow everyone in your organization to view your calendar, select 'All users'.
To limit the access only to your department colleagues, select 'Only my department'.
To restrict the access only to the people following you, select 'Only users which are following me'.
Another option, 'Only my department, other users of my groups and users which are following me', allows limiting the access to your department colleagues, members of the groups you are part of, and people who are following you.
To restrict access to only specific users, select 'Only the following users' and list your colleagues by typing in their names and selecting them.

My Session Logs

Select the following menu:

This option lets you view your session logs. It's just there to allow you to review your work habits, check when you were active, etc. Superusers can view session logs of other users. These logs will contain data on whenever a person logs in or logs out, as well as their presence (being online). You can also see the IP and the OS being used. For instance:

View my bug reports

Select the following menu:

By selecting this option you will get to the page where all of your bug submitted bug reports are. Each entry contains a short description and can be clicked on to view the full entry:

You can mark your item as solved by pressing the following:

You can move your item to archive:

You can mark your item as 'urgent':

You can also delete your item:

You can filter your items by selecting one of the following top page filter menus:

View all bug reports

This option allows to superusers to see all bug reports submitted by their team members.

Administer Users

This option allows superusers to administer all other users. You will see a page where you can browse, filter and search users:

The top page menu allows filtering users (e.g. you can view only administrators, or only deactivated users).

To create a new user, click the 'plus' icon:

Each card has a quick access drop-down menu:

You can edit a person by clicking the 'Edit' button:

Click here to view more about editing a user.

Import users

This option can be used to import users from other sources. Currently, you can either import users from LDAP or CSV:

LDAP

To import users from your LDAP, you need to set-up a connection first. Below is an example of how this can be done. We're going to show you how to set-up a connection to a free test LDAP server. From your 'import users' page, select 'Import Users Using LDAP'. You will see the first input form, enter the following details and hit the 'Connect' button:


Host URL: 		ldap.forumsys.com

LDAP Bind DN:	cn=read-only-admin,dc=example,dc=com

Admin Password: password

If successfully connected you'll be asked to enter the second input form. Enter the following details and click the 'List/Search Users' button:


LDAP Search DN: 	dc=example,dc=com

Search Filter: 		cn=*

You'll see a list of users:

You can select your users, or chose one of the following options:

Once finished, you can enable/disable the following option that will either send (or not send) an automated email to all selected end-users:

You can click the 'Import' button once finished:

The system should import your LDAP users.

Please note, once your users are imported, the system will not keep a connection to your LDAP server. For security reasons, your connection will be terminated and your connection parameters will not be stored anywhere. If you wish to import other users at a later stage, you need to perform the above-mentioned operation from the beginning.

Import Users Using CSV

You can import users using a CSV file. Your CSV file needs to be in the following format: name, surname, telephone, email. Please note, each record needs to be on a separate line. Simply select your file using the following button:

If your file is in the right format, you will see your users on the page, for instance:

You can select your users, or chose one of the following options:

Once finished, you can enable/disable the following option that will either send (or not send) an automated email to all selected end-users:

You can click the 'Import' button once finished:

The system should import your CSV users.

Company Address

This option allows editing your company's address information:

Right-Side Timeline

You can open or close the right side timeline. It's available on all pages, except your 'Home' page (since that page is already receiving your real-time updates). The purpose of having it is to allow you to open it in case you need to be constantly informed of what is coming through your timeline, regardless of which part of the system you are working with. In other words, normally you only see your timeline when you open the 'Home' page. In case you need to always see the updates, you can enable your right-side Timeline by pressing the following button:

You will see the timeline on the right side, which will be receiving all your updates in real-time so that you can be always informed:

Click the same button to hide your right-side timeline:

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