The System Admin Dashboard is made up of a list of administrative tools on the left and the selected tool part on the right.
The System Admin tools enable you to do the following:
Roles | Design and maintain the roles that grant users access to functions, Spitfire documents, and projects within sfPMS. |
Event Subscriptions | Configure connections between sfPMS and event-handling code written by your programmers. (See the Developers Primer and contact Support for more information.) |
Catalog Folders | Indicate the type of access (view, insert, update, delete, all) users have for file folders. |
Cloud Storage | Set up paths to cloud storage providers, if any. |
Report Folders | Control the access to report folders. |
Account Categories | Describe the general ledger accounts in words rather than numbers and group these accounts for reporting and analysis purposes. |
Alert Types | Activate or deactivate the Alert types that appear in Alert tabs and Subscriptions. |
Company Divisions | Provide basic information for your company or for company divisions within your organization or corporation. |
Compliance Types | Design and designate Compliance types to be used in the Compliance tab of Commitments and other documents. In V2017+ this tool is found only on the Manage Dashboard. |
Doc Types | Deactivate or rename Doc Types and create new Doc Types. |
Workflow Scripts | Create and maintain ATC workflow scripts to use with routing. |
UI Configuration | Visually configure Doc Types and a few parts of certain dashboards to include or exclude fields, columns, and tabs. |
Mask Maintenance | Set up Cost Code and Project ID parameters by specifying segment, length, and type. |
Rules Maintenance | Customize logic for how sfPMS behaves. Rules govern various aspects of the system. |
System Information | Check information about servers, versions, and last cache. |