This article will help you understand what is what on the administration tab. The administration tab is where you view and edit your account information and take care of the role-based security.
The Action Icons
The three icons on the top of your screen are the usual self-explanatory save, refresh and print icons.
Then you have two tabs: “Account” and “Security”.
The Account Tab
Under the “Info” tab, you can:
- Upgrade your account to have access to more users, applications and projects.
- View and edit information about your account.
The history tab shows in a grid all the events that took place in your account.
The Security Tab
The Security tab let’s the account managers deal with role-based security.
Under the users tab, create, delete, search, view and customize your users.
If you double-click on any user, you have access to the user’s profile, permissions, groups and history.
User Groups Tab
Under the user groups tab, create or delete user groups.
If you double-click on a user group, you can select the users who are part of this group and manage the group’s permissions.
Projects Permission Tab
Under the projects permissions tab, double-click on a project to manage its permissions.
You can manage the permissions per user or per user group. The six permissions you can grant are: create, delete, edit, invisible user, project administrator and view.
Finally, under the account tab, you can manage the account permissions, once again per user or user group.
You should now have a better understanding of what you can do on the preferences tab.