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:
The second flow contains all the operations necessary for managing the organizational structure:
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With the third flow, it is possible to manage the system's external users:
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The fourth flow includes the actions necessary for registering data sources in the system:
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Moreover, the component allows for performing all the operations required for transferring tasks, managing business partners, and viewing data:
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