Platform Administration Console
The Admin Console is a centralized Platform tool that provides access to various administrative modules. This app allows administrators to configure and manage the settings for these modules within the Admin Console.
Click the App Launcher icon () and select Admin Console to view various modules.
The Admin Console groups all tools and settings related to platform administration. The following table summarizes all settings and tools included in Platform Administration.
|
Module |
Description |
|---|---|
|
Application Manager | Allows you to create, manage, and customize applications. You can rearrange apps as icons in the global navigation and control their accessibility based on permission groups. For more information, see Application Manager. |
|
Notification Manager | Allows to set alerts to notify contract managers and stakeholders when contracts are nearing their termination or expiration dates. This allows them to promptly take appropriate actions, such as initiating contract renewals or renegotiations. For more information, see Managing Notifications. |
|
Organization | Allows administrators to create and manage organization-level details and external integration. For more information, see Managing Organization. |
|
Rule Settings | Allows to set up template filter rules in the template selection page to narrow the list of templates displayed to the user for generating documents and supporting document tasks. Administrators can set up the template filter rule and allow contract fields and related child object fields to be used in selecting the templates. For more information, see Template Filter Rules. |
|
Schema Manager | Allows administrators to create and manage the schema of any object such as Agreement, Obligation, ContractRequest. For more information, see Application Schema Management. |
|
Users | Allows administrators to create and manage users and their access permissions. For more information, see Managing Roles and Permission Groups. |
|
Workflow | Enables the automation of standard business procedures and processes without requiring coding. Acting as an orchestrator, it integrates various tasks related to transactional data for objects like contracts. This can streamline manual tasks, synchronize data across systems, and boost productivity. Activities enable you to create workflow definitions. These activities can be executed either manually or automatically. Examples include Approvals, Document Generation, and so on. For more information, see Managing Workflows. |
