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Table of Contents

The following system settings are available to users with technical administrator privileges: administering  

  • manage user accounts (Fig. 1.1),
viewing
  • view the results of the Web-client
work in the form of reports on the user’s actions
  • operations, e.g. user action reports (Fig. 1.2),
completed (Fig. 1.3) and background tasks
  • view the results of the completed background tasks of the server (Fig. 1.
4
  • 2)
of the server. Technical administrator does not work with contracts, master agreements and reports.Image Removed
  • . 

Image Added
Fig. 1 – Administration form

...

  1. adding an account;
  2. editing accounts;
  3. deleting accounts;
  4. creating additional accounts.

To set up an account, it is necessary to select Accounts in the sidebar menu. This form contains tabs Active accounts (Fig. 2) and Deleted  This form contains the following tabs:

  • Active accounts;
  • Deleted accounts;
  • Role.

Active accounts

...

The tab Active accounts (Fig. 32) , which displays information about the current and deleted system users:

...

.

 Image RemovedImage RemovedImage Added
Fig. 2 – Active accounts tab                                                                        Fig. 3 – Deleted accounts tab

The background color of table rows corresponds to the type of user:

  • Image Added – technical administrator
  • Image Modified – administrator

...

  • ;
  • Image Modified – operator

...

  • ;
  • Image Modified –

...

  •  custom role.

Anchor
Добавление учетной записи
Добавление учетной записи

...

To add a new user under the same party (client of the repository), click on button Image Modified. This opens the form (Fig.

...

3).

Image RemovedImage Added
Fig. 4 3 – adding a new user

Fill in this form with account parameters and click . The new account will be displayed in the list of active accounts. During the first attempt of authentication in the system the user will need to change password created by the technical administrator for information security. After that the user can continue to work in the system.

Anchor
Редактирование
Редактирование

Editing accounts

The following account settings are available to the technical administrator: 

...

...

editing account information;

...

changing password;

...

Accounts are set up using the toolbar that pops up when hovering the mouse over the row of the account table (Fig.

...

4).


Fig. 5 4 – toolbar

The toolbar buttons are described in Table 1.

Table 1 – Toolbar buttons

ButtonDescriptionForm
Clicking on the button the user is taken to the access right restriction form
In this form, the technical administrator can create a set of master agreements for the operator with access to the information regarding these agreements. For example, if the registration of contracts under a certain master agreement is delegated to a certain employee, and he should not have access to information regarding any other agreements, the only corresponding agreement should be marked by checkbox

 

Clicking on button the user is taken to the account editing form

The account editing form allows the administrator to change name, login name, account type and email address

Clicking on button opens an account password change form

After changing the password the technical administrator must deliver the new password to the user. When the user first logs into the Web-client, he must change the password to be able to further work in the system

Anchor
Удаление
Удаление

 

Clicking on this button the user is taken to the delete account confirmation form. Deleted user accounts are displayed in the Deleted accounts tab

Image Added

There are two ways to change user roles.

The first way: click the Image Added button. As a result, the account editing form will open. In this form you need to select a value in the Account type drop-down list (Fig. 5.1) and click OK button to save it (Fig. 5.2).

Image Added

Fig. 5 – changing roles

The second way:

  1. check the appropriate checkboxes at the accounts to be changed (Fig. 6.1). As a result, the Edit role button will be shown;

    Image Added
    Fig. 6 – Role tab
     

  2. click the Edit role button (Fig. 6.2);

  3. choose the necessary role (Fig. 7.1). Access rights for this role are specified in the Navigator and the Rights fields (Fig. 7.2);

    Image Added
    Fig. 7 – changing the     account type
     

  4. click the Select button (Fig. 7.3) to apply settings.

Deleted accounts

The tab Deleted accounts displays a list of deleted accounts. You can restore a deleted account by clicking the Image Added button, which opens on hovering the mouse over the row in the table. The restored accounts are displayed in the Active accounts tab (Fig. 8).

 Image Added

Fig. 8 – Deleted accounts tab

User roles in the system

By default in Web-client has three types of accounts (technical administrator, administrator, operator). The list of available roles is displayed in the Role tab (Fig. 9).

Image Added

Fig. 9 – Role tab

If the the parameters of the basic roles are not suitable for solving problems, you can

be restoredImage Removed

create custom roles and specify access rights for them. To do this:

  1. click on the Image Added button. As a result, the New role window will appear (Fig. 10.1);
    Image Added
    Fig. 10 –  new account role

  2. enter the role name (Fig. 10.1);
  3. specify forms and rights available for the roleby checking the appropriate checkboxes (Fig. 10.2 and 10.3);
  4. click the Save button (Fig. 10.4).

As a result, a new role will be created. You can change access rights of the role using the Image Added button in the pop-up toolbar. Clicking the button opens a window (Fig. 11), where you will need to enter the required values and click the Save button.

 Image Added

Fig. 11 – changing access rights

To delete a custom role you need to click on the Image Added button. If the Web-client has an active account with this role, the button will be unavailable.

Panel

(info) You cannot delete or edit the basic roles.

Operations log

The operations log records all events that occurred in the system during the user experience. Operation logs are used to determine the source of current system malfunctions, as well as to prevent possible problems. The information in the log log (Fig. 12) is displayed in the form of a table that contains:

  • operation number;
  • date and time;
  • user name;
  • category and the name of the operation (Fig. 6). 

 Each record in the table can be opened for detailed view (Fig. 713) with the button  that pops up when hovering the mouse over the table row. 

 Image RemovedImage RemovedImage AddedImage Added

Fig. 6 12 – operations log                                                                                                                            Fig. 7 13 – operation details

By default, the log displays all operations. Certain operations (for example, performed by an administrator) can be viewed using filters. To apply filters, to open the settings bar by clicking on button  and define the required parameters (Fig. 814).

Image RemovedImage Added
Fig. 8 14 – setting up filters

 Filters implemented in the Web-client are described in Table 2.

Table 2 – Filters for configuring the operations log

Filter number
on Fig. 814

Filter nameDescription
2By accountsThe filter is used to display operations that were performed under a specific account

 


3

By category

The filter is used to display operations of the following categories:

  • Account – this category displays operations that were performed to an account

    (login/logout, password change);

  • Admin – this category displays the operations that were performed with an account

    (create, edit, delete account);

  • Drafts – this category displays operations that were performed with draft documents.

     
4Entries per pageThe filter is used to set the number of transactions to be displayed on a page
5SectionThe filter is used to display Archive that contains operations performed 7 days ago

Operations corresponding to your search criteria will be displayed in the table.

Notifications

The Notifications form (Fig. 915) displays a list of system transactions and errors that occurred during their performance. The notification contains time (Fig. 915.1) , text and text of the operation (Fig. 916.2) and a mark that message has not been read (Fig. 9.3). Notifications are displayed in order of receipt. New incoming messages are displayed at the top of the table.

 Image RemovedImage Added

 Fig. 9 15 – Notifications form

In this form, the following categories of notifications are available for viewing:

  • export of the BRA roles;
  • export of master agreements;
  • export of outgoing messages;
  • export of incoming messages;
  • export of contracts;
  • export of TransfersAndExecution;

  • export of contract statuses;

  • export of packages from the repository.

To view all operations click  (Fig. 1016.1). To view a start a specific category of tasks you need to select a category from the drop-down list (Figure 1016.2) and click  (Fig. 1016.3).

Image RemovedImage Added
Fig. 10 16 – select the notification category

 The Notifications form displays not only informational messages, but also system errors. To view them:

  1. сlick on the Image Added button;
  2. click on  in the Display filed;
  3. select the type of notifications from the dropdown list (Fig. 1117.1);
  4. click on the Show button Image Added (see Fig. 1117.2). 

 Example of a system error messages is shown in Fig. 1218.

Image Added Image Removed Image RemovedImage Added
Fig. 11 17 – select the notification type                                                               Figure 12 18 – system error notification

For user's convenience the viewed messages can be grouped under a separate category Read. To do this:

select all messages by clicking on button Image Removed, or enable the switch

this click on button Image Added in front of the necessary notifications

;then click on button Image Removed

.

As a result, the mark that the message has not been read will be hidden (Fig. 13).

Image Removed

 Fig. 13 – viewed notificationsTo see current and viewed notifications click on the drop-down list (Figure 14Fig. 19.1), select the type of messages and click Show (14Fig. 19.2).

Image RemovedImage Added

 Fig. 14 19 – select the type of notification

Background tasks

The Background tasks form contains a list of system messages about operations that are at the stage of execution. The following categories of tasks are available for viewing in this form:
 

  • export of the BRA roles;
  • export of master agreements;
  • export of outgoing messages;
  • export of incoming messages;
  • export of contracts;
  • export of TransfersAndExecution;
  • export of contract statuses;
  • export of packages from the repository.

Click  to view all  to start all background tasks. To view a specific category click  on the drop-down list and select a category, then click on button  (Fig. 1520). 

Fig. 15 20 – Background tasks form

This will display a list of tasks in the form of a table, where each row contains the time and the text of the task.