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Learn about SoftExpert Administration

 

Welcome!

SoftExpert Administration is the component in which the primary resources of the system are configured. It also allows for specific adjustments to maintain the system structure always correct. To this end, the component provides tools intended for managing employees, the organizational structure, external users, business partners, data sources, and transferring tasks.

 

Do you want to learn more? Watch the video to have an overview of the component:

 

What are its characteristics?

When accessing the component, you will see it is divided into the following menus:

Configuration Menu in which the initial configurations of the component are set; they will be used later on to add the other features. Without a company type configured, for example, it is impossible to create a company.
File Menu in which the organizational structure is set up, and business partners, external users, objects, and resources are added.
View Menu that gathers the information of all records for an overview.
Management Menu in which employee profiles and task transfer are managed.

 

Shall we start?

By following the steps in the flows below, you will be able to configure and operate SoftExpert Administration successfully.

The first flow encompasses all the operations necessary for managing the organization's employees:

Gear icon that leads to the general parameters configuration step, where the requirement settings are configured.  User icon with addition symbol that leads to the User registration step, where new users are registered in the system. ID card icon that leads to the employee profile management step, where user profile settings are configured. Organizational structure icon that leads to the organizational mapping step, where the analysis of internal structures is performed.

The second flow contains all the operations necessary for managing the organizational structure:

Calendar icon that leads to the Calendar configuration step, where date and time preferences are adjusted. Icon of two people with an arrow between them that leads to the Division of responsibilities step, where tasks are distributed among team members. Building icon that leads to the Organization sectoring step, where the company sectors are defined.

With the third flow, it is possible to manage the system's external users:

User icon with addition symbol that leads to the external user inclusion step, where new users are added to the system. User icon with a check symbol that leads to the external user approval step, where the approval of users who are not part of the organization is performed. User icon with a diagonal line that leads to the external user deactivation step, where external users are deactivated.

The fourth flow includes the actions necessary for registering data sources in the system:

Moreover, the component allows for performing all the operations required for transferring tasks, managing business partners, and viewing data:

Handshake icon that leads to the business partner management step, where collaboration and coordination activities with partners are performed. Task transfer icon that leads to the Task transfer step, where tasks are moved to another responsible person or team. Folder with magnifying glass icon that leads to the data query step, where searches and information verifications are performed.

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Index

What are its characteristics? Shall we start?

Employee management

Organizational structure management

External user management

Business partner management

Task transfer

Data source

Data view

New features