The left sidebar menu view for Users and Admins

Article contents

The burger menu collapses or exposes the sidebar, allowing the user to have more window space to work.

In the sidebar, a user can see his:

  • Dashboard

  • Tasks

  • Apps

The admin has a slightly different view. In addition to all the elements exposed for the user, the admin also has the following:

  • Admin

We'll start with the user perspective.

User's Sidebar

Dashboard

This is the main point of interaction with Aurachain.

Within the Dashboard window, users can easily assess their and their team's work and tasks and start processes.

For a breakdown view of the Dashboard, read Getting Started with the Aurachain Portal 

Tasks

In the Task Explorer, the user has a complete view of all of his/hers Active and Completed Tasks. The same rules and functionalities apply as explained in Getting Started with Aurachain for Task at Risk/Overdue/Total.

The user also has a complete view of the team's tasks - active and completed.


Aurachain Pages

Only users with Editor permissions are able to access the Aurachain pages nested in Process Designer as follows:

  • Data Model & Catalogs

  • Interface Builder

  • APIs

  • Diagrams

  • Document Builder

To read more about Aurachain's capabilities, check our comprehensive guides here.

Users with Initiator permissions will be able only to start an application.

Users that have only Report Viewer rights can only access the Process Analytics (e.g. Reports and Statistics) 

Based on what was explained above you can easily see that a user that has all permissions (e.g. Editor, Initiator, Report Viewer) will be able to access all the Aurachain capabilities except the Admin section. 


Administrator's Sidebar

User Management

From here, an administrator can manage all the users for the company's Aurachain environment or/and add a new one.

In this screen, the administrator can view:

  • Names

  • Email addresses

  • Positions


...and has the possibility to edit each and every user by pressing the Edit button.

The administrator can set a user's password, when adding a user, and can modify the user's information (e.g. First and Last name, email address, phone number etc.).

Groups Management

From here, an administrator can manage all the users within groups for the company's Aurachain environment.

In this screen, the administrator can create a new group by clicking on the Create a New group button found in the upper-right part of the screen. As well, the administrator can edit/modify the following:

  • Name a group

  • Add permissions to the added group

  • How many members a group has

  • The application(s) that a group has rights to

...and has the possibility to edit each and every group by pressing the Edit button.

The administrator can't edit the code of a group, but can change its name, add or remove users, change the status of a group, and give or remove certain permissions.

Note: Setting the status of a user/group to inactive means disabling that user/group.

Messaging and Com

From here, the Admin user can set up the from email address, smtp customization and others. As well, the Admin user can set up test emails and test SMS