System Administration Guide
From LongJump Support Wiki
System Administration Guide (Redirected from Category:Sys Admin Guide)
These pages provide the information needed to manage users, roles, applications, and other artifacts of an installed platform.
Intended audience:
- System Administrator
- Team Manager
Platform Resources
Settings > Administration
- Users
- Add, edit, or delete users, reset passwords, manage territories
- Teams
- Show team org chart, add, edit, or delete teams, change tab and log preferences
- Roles
- Create application roles that determine how a user interacts with the application
- Access Profiles
- Create sets of permission that can be referenced from multiple roles
- Application Access
- Determine which users and groups can access an application, and which roles they can play in it
- Password Policy
- Create a Password Policy to determine the level of log-in security
- Team Data Sharing Policies
- Create permissions for viewing data across teams and roles
- Tenant Data Sharing Policies
- Tenant Data Sharing policies offer one-way data sharing, with data flowing from the tenancy that defines the policy to a tenant that requests the data
- External Email Tracking
- Enable External Email Tracking
- Subscription Summary
- View current licensing for your company
- Company Information
- Edit Company Information and notification-email settings
- Company Logo
- Upload company graphics
- Single Sign-On Settings:Manage multiple-system security-authorizations
- Company Messages
- Post and schedule messages to users
- Views and Reports
- Manage Views and reports
- Audit Logs
- View Audit Logs
Administrative Permissions
Administrative Permissions allow a user to customize selected aspects of the platform.
Users given Administrative Permissions should have the following skills:
- Familiarity with the platform and business processes
- Good understanding of the Application Design Guide
- Excellent understanding of the area(s) they will be modifying
Learn more:
User Permissions
- Platform Operations
- CRM Operations
Data Management Permissions
- Reporting
- Data Management
Design and Development Permissions
-
Design
- Customize Objects
- Manage Applications - Add/Update/Delete platform applications
- Manage Packages
- Manage Translation Workbench
-
Development
- Use Development Features - Work with classes, pages, sites, and other development features
- Manage Debug Log
- Manage Sandboxes (Only appears if sandboxes are enabled)
System Administration Permissions
-
System
- Access Control/User Management - Create and manage users, roles, and teams
- Manage Company Capabilities
-
Support
- Proxy Login Access
- Proxy Login Configuration
- Support Cases - View and modify support cases filed by others
- Administer Versioning (Only appears if versioning is enabled)
