Kerry Martinez Admin for new admins SOFTWARE What is expected of me? The use of commercial items employed for examples during this presentation does not constitute the endorsement--of CMPRO or PSA inc.,—by the real-world organizations that are responsible for creating, producing, or supporting said items

AGENDA Admin for New Admins 1 What is a CMPRO Admin 2 How does CMPRO know you are an admin 3 What are your responsibilities as a CMPRO Admin 4 Best Practices as a CMPRO Admin

What Is a CMPRO Admin The CMPRO Admin is the highest user level in CMPRO CMPRO Administrators can access all records* and all screens in CMPRO Best business practice is to have a limited number of CMPRO Admin users, but allow delegated authority to “Power Users” CMPRO Administrators can access all records that they can see (due to proprietary group)

How does CMPRO know you’re an admin The User is an Admin flag is set to Yes

What are your responsibilities USERS Create Users Assign Roles Menus Edit Groups Doc Control Groups Module Permissions System Sign-In Message DATA Universal Edit Not Owned Change Official Record Numbers Admin Actions Inventory Management Toolkit Validation Tables WORKFLOW Add / Manage Routes Add / Manage Control Groups Add / Manage Processes Add / Manage Steps Reassign Workflow Most of these items can be delegated by through module permissions and user functions Edit Groups and Doc Control Groups are being phased out in favor of module permissions and control groups System Sign In Message is used to post important messages to all users or particular users. These messages display on sign-in until the user acknowledges the message. Admin users can access all screens on their menu and have automatic edit not owned permission on all screens Show Admin Actions screen Show Inventory Management Toolkit Show validation tables

Best practices in CMPRO Limit the number of CMPRO Admins Delegate, delegate, delegate Module Perms Route Settings User Function Show Module Perms Show Route Settings Show User Functions

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