Agatha V4.1 Administrator Guide

Agatha V4.1 Administrator Guide

This goal of this document is to provide a reference to business administrators on how to adjust the
parameters of the Agatha application to their specific requirements.

Note that some of the parameters outlined in this guide are only available to specific Agatha modules
and may not be available to your organization. If you need more information on this, please contact
Agatha Support.

Table of Contents

1       Introduction. 3

2       Workspace and Organization Settings Access. 5

2.1         Access to the Organization settings. 5

2.2         Organization information. 6

2.3         Organization appearance. 7

2.4         Access to the Workspace settings. 10

2.5         Workspace information. 12

2.6         Workspace appearance. 13

2.7         Push a template to a workspace. 14

2.8         Export workspace list of an organization. 16

2.9         View Audit log. 17

3       Organization Users Management. 19

3.1         Add User to Organization. 19

3.2         Enable Client User. 20

3.3         Disable/Deactivate Client User. 22

3.4         Export users list of an organization or a workspace. 24

3.5         Import users in an organization. 25

3.6         Remove a permission/user group. 26

4       Workspace Users Management. 28

4.1         Add User to a Workspace. 28

4.2         Remove user from a user group. 29

4.3         Enable/Activate Workspace User. 31

4.4         Disable/Deactivate Workspace User. 32

5       Permissions Management. 35

5.1         Add new Organization User Group. 35

5.2         Add user to organization group. 37

5.3         Add New Workspace User Group. 39

5.4         Add user to workspace group. 41

5.5         Edit permissions of user group. 43

5.6         View user permissions in an organization. 46

6       Workspaces Management. 48

6.1         Workspace Creation. 48

6.2         Edit workspace. 49

6.3         Remove workspace. 50

6.4         Export workspace content. 52

7       Countries and Sites Management. 54

7.1         Create a country. 54

7.2         Create a site. 55

7.3         Edit country. 56

7.4         Edit site. 57

 


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