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Administrator Editing

In the introduction, we mentioned that to edit an administrator, you need to click the Edit button in the last column (without a header) of the administrators table.

EditEdit

The administrator editing page consists of tabs:

  1. Basic data
  2. Attributes
  3. Setting up rights to modules
  4. Screen settings
  5. Version History

The set of tabs depends on your rights and the administrator themselves: the "Setting up rights to modules" tab is visible if you have the right to change administrator rights, while the "Screen settings" tab is visible if you have the right to assign screen settings to others and only for an already saved administrator. The "Version History" tab is only available for a saved administrator — more about it in the Version History section. An administrator marked as a developer does not have the "Attributes" tab. If the forms module is enabled and forms are set up for administrators, an additional tab for participation forms appears.

1. Basic data​

This tab contains the "Authorization data" block, consisting of two text input fields and two checkboxes:

  1. Login - change the unique name of the administrator
  2. Email - change the administrator's email
  3. Change password - opens a password change form, consisting of two text input fields: Password and Repeat password
  4. Log out from all accounts - logs out from all administrator accounts along with changing the password. The checkbox is available only when Change password is checked; it is not available for an administrator marked as a developer.

2. Attributes​

The "Attributes" tab contains a dropdown list for selecting a Set of attributes (opens in a new tab) "Attributes" is a fundamental concept of Platform OneEntry, which is described in detail in the following chapters.

After selecting a set of attributes, fill in the values of its attributes. In the video, the "Example Attributes" set is selected with the following attributes:

  • "Example String", which has the type "String";
  • "Example Integer", which has the type "Integer".

3. Setting up rights to modules​

The "Setting up rights to modules" tab is used to establish the administrator's rights.

At the top of the tab is a dropdown list of available modules. The modules selected in it appear for the administrator in the sidebar menu, and below, checkbox blocks with rights open for them. The list includes the administrator module itself — it is called Admin users: if it is not selected, the administrators section will not appear in the sidebar menu (the exception is the main administrator, see Introduction).

Below the module list is the Section restriction (page tree) block: select the root pages in it, and the editing of pages for the administrator will be limited to their subtree. An empty selection means there are no restrictions.

The checkbox with the module name grants or revokes all rights of the block at once. It is checked only if all rights of the block are granted: if even one is missing, the module checkbox is empty.

Separate rights blocks:

  • Administrators — this block is always present. In addition to rights to work with administrators, it includes interface designer rights: "Setting screens for oneself" and "Assigning screen settings to others." The second right opens the Screen settings tab. More about the designer can be found in the section “Interface Designer”.
  • File Search — rights for "Search by file content" and "Manage file index." The block is visible if the File search module is selected in the list of available modules. What each right opens is detailed in the section “File Search”.
  • Settings — among other things, rights to AI accounts in the AI Agents tab: creating accounts, modifying them (keys, models, limits), and deleting.
  • "Other rights" — a block at the end of the list. It contains rights from the server catalog that do not relate to any module or relate to a module not selected in the list of available ones. The code (in the form module.action) serves as a label for such rights. Server rights that are not in the standard module list are added to the block of their module with the same code label.
tip

You can also set all rights for selected modules or limit them using the Select all/Deselect all button.

4. Screen settings​

The "Screen settings" tab defines how the application screens look for this administrator by default: a saved setting from the interface designer can be assigned to the screen. Screens are organized into groups: record pages, section tabs, tables, and forms. On the record page, the view of tabs and blocks is assigned for the entire screen, while the view of fields is assigned separately for each set of attributes. Screens for which there are no saved settings yet are not shown in the list.

The assigned view will apply the next time the administrator logs into the application; thereafter, they can change the view themselves — until the next assignment. To remove the assignment, clear the selection in the screen list — the administrator will return to the default view.

The tab is visible if you have the right "Assign screen settings to others," and only for an already saved administrator.