Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Purple
Created By: Shannon Scoffield
Created Date/Time: 4/16/2019 3:56 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 3965
Template/Type: User Guide
Title/Caption: 4.23 - Display Options & Interface Choices
Start Date: 4/16/2019
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

4.23 - Display Options & Interface Choices

-Settings & permissions

-How do you organize your space? Your work space?

-Chooser - what do you want your interface to look like? Adilas has many available out of the box but this piece is entirely customizable and a lot more will be coming.... you can request or design your own which can then be quoted, individually charged/billed for & built out

-Very customizable - what do you use? What do you need? What is important? What do you want to see? What do you not want to see? 



4.23 - Display & Interface

 

Understanding the Basics:

Adilas is built for you, the user, and right from the start adilas allows customization to help set the look, feel, and flow of your adilas.  We want using adilas to be easy and efficient.  To help accomplish this, we provide different interfaces so you can choose the one that is best for your needs and your style.   

The first way to customize your adilas is through Settings and Permissions.  Adilas is based off of these two concepts. Settings allow adilas to reflect your specific organization, such as what you call your “customers”, what you sell, or how your processes flow.  Permissions determine who can be where in the system and what information or actions are available to employees or admin.

 

Getting Started:

By using the “Chooser” link, found on every page, you can set your main default interface.  If you want a custom interface or have a request, contact adilas.  Custom interfaces, reports, or displays can be individually charged and built out to meet your specific needs.  This is one of the sides of adilas that has lots more coming!  Adilas is already very customizable and the future only holds more and more in the way of customizing your adilas to fit your needs.

Your corporation’s “corp-wide settings” are determined and adjusted by the ultimate administrators of your business entity.  They are accessed from the “Manage Corporation Info and Permissions” page.  From here click the link to “edit corp-wide settings and defaults”.  All of the settings have associated descriptions to help you understand what that setting controls.  Reach the Manage Corporation Info and Permissions page from the Classic Homepage under System Management; My Favorites under Other Homepages – Corp Home; and the Interactive Map under the settings buttons.  

 

Suggested Permissions & Settings:

Permissions:

Basic Use: 

Use your “Chooser” link to pick the interface you like working with.

Admin Use: 

Changing corporation-wide settings and permissions is done by your ultimate administrators.  There are permissions for each of these functions which should only be assigned to top administrators.  These permissions are found under the System Management Section:

System Management: “Add/Edit Payees & Permissions” – this permission allows you to add and edit any user and their permissions in your adilas system.

System Management “Manage Corp Info & Permissions” – this permission allows you to edit and set up all of your corporation’s settings and defaults.  There is a lot of power in this section.  This section allows you to set industry specific naming and terminology, adjust aspects of flow for various processes in your adilas application, determine default settings, and more.                   

 

Related Pages & Help File Links:

Manage Corporation Info & Permissions: This page is an administrative hub.  This is where you come to find the links for editing your corp-wide settings and defaults and your corporation’s look and feel.  There are also many other links at the top which allow quick access to a number of admin pages.

https://data0.adilas.biz/top_secret/help.cfm?id=216&pwd=corp_admin

 

Corporation-Wide Settings & Defaults: Here is where you set your corporation wide settings and defaults.  There are associated descriptions for each setting to help you understand its use and some potential options.  From the manage corporation info and permissions page the link to this page is “[edit corp-wide settings and defaults]”.

https://data0.adilas.biz/top_secret/help.cfm?id=336&pwd=settings

 

Add/Edit Corporations: This is where you set your main corporation info as well as color schemes and logo that cascade through the whole system.  From the manage corporation info and permissions page the link to this page is “[edit main corp info – look and feel]”.

https://data0.adilas.biz/top_secret/help.cfm?id=16&pwd=corps

Additional Content:

 -Definitely, definitely feature some of the varying custom interfaces here!  There are so many cool ones!