Administration

System Configuration

The system configuration allows administrators to customize database settings and integrate seamlessly with third-party tools like Atlassian Jira and Microsoft Dynamics 365 Business Central. This flexibility optimizes data management, enhances collaboration, and supports scalable project operations.

Manage Databases

Administrators possess the ability to configure parameters such as database name, port, database type, host IP, and other settings within the platform.

This customization ensures that databases are precisely tailored to meet project requirements, facilitating seamless integration with other platform functionalities.

Manage Connected Software

This capability empowers administrators to effectively oversee various project management tools, such as Microsoft Dynamics 365 Business Central for comprehensive business management.

Manage Files

Administrators possess the capability to maintain file records, specifying types such as Excel or CSV.This functionality facilitates organized and efficient data management within the system.

User Management

As a project manager, one can effectively manage employees' dashboard access rights and licenses in a streamlined and straightforward manner. They have the ability to assign specific dashboards to employees and regulate available functionalities through predefined user roles and licenses.

This centralized administration and uniform management approach simplifies operations, allowing for customized user options tailored to individual employee needs.

View User

The administrator has the capability to view the profiles of other users.

Add User

Users with administrative rights can leverage the "User Management" functionality accessible within the "Administration" section to efficiently add new users. This process involves navigating to the designated "Add User" field within the "User Management" tab.

Here, administrators are prompted to input fundamental details such as the user's full name, username, password, email address, and other requisite information.

After entering essential details administrators can assign roles (by default set to 'user') and licenses (by default set to 'discoverer'). Following this setup, administrators must activate the new account by clicking the activation button.

Manage User

The administrator user possesses the ability to view and manage other users, including their roles, licenses, and activation statuses. This authority allows the administrator to oversee and adjust these aspects as necessary, ensuring effective management of user privileges and operational states within the system.

1. User Details:

• The administrator possesses the capability to edit the profiles of other users.

2. App Access:

• The administrator has the authority to oversee and manage application access.

3. Dashboard Access:

• The administrator wields the authority to curate and control access to the dashboards.

4. Licence Types:

• Pearl Diver license:
  • Offers access to:
    • Dashboards
    • Dashboard Management
    • Analytics Management
    • Apps
• Discoverer license:
  • Offers access to:
    • Dashboards

4. Rights - Dashlake involves two types of rights:

• User: They are limited to accessing only those dashboards to which they have been explicitly granted access.
• Admin: They possess broader privileges, including the ability to manage users, and system configurations and also retaining the access privileges of a regular user.

5. Activation State:

• By default, new accounts are initially deactivated. To activate and enable functionality, the activation status must be changed to on.

6. Delete User

• The administrative user has the authority to delete a user from Dashlake. Before proceeding with the deletion, it is necessary to ensure that all dashboards owned by the user are either transferred to another user or deleted.