What are the configurations within System Admin?
User Management
Users - create and manage user accounts / permissions for plants, projects, & training.
API Users - create an automatic integration "user" so data flows in and out of O3 without human intervention. Fun fact: API means "application programming interface."
User Groups - place individuals into a "batch of users" so certain activities can be managed by a group versus a single user. For example, an approval can be assigned to a User Group and all users would receive notification of the activity. NOTE: User Groups are not tied to permissions.
Roles - setup and manage permissions for users. Each role contains as many permissions (levels of access and activity) as needed. A Role is often applicable to a group of users (such as Workface Planners) but can be established for a single user. NOTE: when O3 releases new features, admins must activate the permissions for users.
Login Settings - determine settings for user sign-in, passwords, expirations, & login timeouts.
SAML Settings - allows O3 to link-in to your Single Sign On (SSO) platform. In other words, it allows users to sign in to O3 using their work account. It makes for a better user experience if this is setup initially – why make users’ remember another login / password?
User Data Requirements - determine the fields required for user setup (such and email, company, etc.).
Project Administration
Projects - create and archive projects. Associate projects to plants and report on AWP levels.
Project Templates - create a new project FASTER by using a template with pre-populated values. Click "configure" to receive a menu of items at the project level to configure.
Best Practice Types - configure the Best Practice measurements for Team Goals. These will appear as options when adding a pre-configured measurement.
Companies - create and manage the companies associated with users. NOTE: companies are system-wide and will be available for all projects.
Lookups - manage drop-down list options in fields across the database.
Plants - create and manage facilities that tie to projects. NOTE: Plant Admins are second (behind System Admins) in the overall O3 admin hierarchy.
Project Phases - these are used in 2 areas of the system for basic labels and reporting. (1) Used under Project details level (Phases tab). (2) Used in Team Goals as a detail field.
Tool Time - manage the settings and data requirements for O3GO (tool time mobile app).
User Defined Scoring - drives the User Defined Scoring options under Team Goals.
System
File Upload Settings - list of all the file types allowed for O3. Use the actual "dot + extension abbreviation" to be able to attach or upload these files types.
Imports - audit list of all the imports attempted and/or completed. Click into the item for details and error messages.
Need more info? Visit the entire System Admin article collection.
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