This is the 9th icon on the left-hand menu. This icon is mainly for administration use. It is where the bulk of the administration settings is.
The admin has 8 main sections.
- Organizations
It can be as simple or complex as you need them to be within your company as this is where you are going to place the user’s you create and assign out permissions throughout the site. If there is already a hierarchy for your company this would be a good reference, but if not think of your company from top to bottom to ensure that we consider each department/manager/team/field employee. - Portals
Have a limited view of the companies’ site. It is mainly used externally for customers and/or contractors. - Users
Are the credentials a person can use to access your companies’ site. We’ve made it a requirement for the “Username” to be in an email format (User@company.com) this way you don’t have to re-think all your current employees/customer’s contact information. We made it easier to invite multiple users to your site. *If Unsure of fields just leave blank and we will cover in the next meeting.* - Crowds
Arbitrary groups of users that in certain cases or scenarios need information that crosses but not limited to a company’s hierarchy. - Assets
Lists, Tables, Spreadsheets that can be imported/created within Omnidek to be selected from a dropdown selection on a form. This can be from simple weather picklist to all or your companies’ jobs. - Data Security
Access is how you manage what a user can and can’t access throughout the site. They can be managed on the forms/organizations/user levels, but we will go over this is our training session. - Sequence
Omnidek handles auto-increment numbers that can be used for Report #’s, PO’s, etc… View the Image below for the options you have in building your sequence in Omnidek. - Account
This is where you can check on your account with Omnidek. Account information, Licenses, Your Bill, and Billing History.
- Helpful Sections:
