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Administrator Guide - Index

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Kepion Support
  • July 31, 2019 19:23
  • Updated

Overview

Describes high-level functionality for administrators to setup user & group security and business workflow setup.

 

Administrator Guide - Part 1

  • Administrator Overview
  • Create Workflow
  • Workflow States
  • Workflow Actions
  • Common Workflow Cycle
  • Workflow State Diagram

 

Administrator Guide - Part 2

  • Workflow Configuration
  • Configure Workflow
  • Workflow Users
  • Rule (Dashboard)
  • Form (Workbook)
  • Filter Groups (Workbook)
  • Page Restriction (Dashboard)
  • Form Restriction (Workbook)
  • Approval
  • Progress

 

Administrator Guide - Part 3

  • Monitor
  • Workflow Notification Flow
  • Configure Notification

 

Administrator Guide - Part 4

  • Security Overview
  • System Security Roles
  • Security Management
  • Role Based Security
  • Data Access Security
  • Defining Member Access
  • Security Inheritance
  • Module Access Security
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