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The following system settings are available to users with technical administrator privileges: 

  • manage user accounts (
Fig
  • fig. 1.1),
  • view the results of the Web-client operations, e.g. user action reports (
Fig
  • fig. 1.2),
  • view the results of the completed background tasks of the server (
Fig
  • fig. 1.2). 

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Fig. 1 – Administration form

Accounts

...

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On this page:

Table of Contents

Accounts

Setting up accounts includes:

  1. adding an account;
  2. editing accounts;
  3. deleting accounts;
  4. creating additional accounts.

To set up an account, it is necessary to select Accounts in the sidebar menu. This form contains the following tabs:

Anchor
Активные
Активные
Active accounts

The tab Active accounts (Figfig. 2) displays information about the current system users.

 Image Modified
Fig. 2 – Active accounts tab

...

  •  – technical administrator
  •  – administrator;
  •  – operator;
  •  – custom role.

To download accounts list click Image Added button above the table. As a result, the table with the following data will be downloaded to a computer in the Excel format (.xlsx):

  • User name;
  • Login;
  • Account role;
  • E-mail address;
  • Creation Date;
  • Last Login date.

Adding accounts

Anchor
Добавление учетной записи
Добавление учетной записи
To add a new user under the same party (client of the repository), click on button . This opens the form (Figfig. 3).

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Fig. 3 – adding a new user

Fill in this form with account parameters:

  • User name;
  • Account type ( administrator, operator or an another role);
  • Login and password for authorization;
  • E-mail for e-mail notifications about new messages in the repository. E-mail address are set up using the Image Added button. The buttons are described in table 1.

Then you need to click  button. The new account will be displayed in the list of active accounts. During the first attempt of authentication in the system the user will need to change password created by the technical administrator for information security. After that the user can continue to work in the system.

Editing accounts

Anchor
Редактирование
Редактирование
Accounts are set up using the toolbar that pops up when hovering the mouse over the row of the account table (Figfig. 4).

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Image Added
Fig. 4 – toolbar

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Таблица1
Таблица1
The toolbar buttons are described in Table 1.

Table 1 – Toolbar buttons

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ButtonDescriptionForm

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Clicking on the button the user is taken to the access right restriction form
In this form, the technical administrator can create a set of master agreements for the operator with access to the information regarding these agreements. For example, if the registration of contracts under a certain master agreement is delegated to a certain employee, and he should not have access to information regarding any other agreements, the only corresponding agreement should be marked by checkbox
Image Removed

 

Clicking on button the user is taken to the account editing form

The account editing form allows the administrator to change name, login name, account type and email address

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Image Modified

Clicking on button opens an account password change form

After changing the password the technical administrator must deliver the new password to the user. When the user first logs into the Web-client, he must change the password to be able to further work in the system

Image Modified

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Удаление
Удаление
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Clicking on this button the user is taken to the delete account confirmation form. Deleted user accounts are displayed in the Deleted accounts tab

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Сhanging roles

There are two ways to change user roles.

The first way: click the Image Modified button. As a result, the account editing form will open. In this form you need to select a value in the Account type drop-down list (

Fig

fig. 5.1) and click OK button to save it (

Fig

fig. 5.2).

Image Modified

Fig. 5 – changing roles

The second way:

  1. check the appropriate checkboxes at the accounts to be changed (

Fig

  1. fig. 6.1). As a result, the Edit role button will be shown;

    Image Modified
    Fig. 6 – Role tab
     

  2. click the Edit role button (

Fig

  1. fig. 6.2);

  2. choose the necessary role (

Figspecified in the Navigator and the Rights fields (Fig. 7.2)

  1. fig. 7.1)

. Access rights for this role are 

  1. ;

    Image Modified
    Fig. 7 – changing the     account type
     

  2. click the Select button (

Fig

  1. fig. 7.3) to apply settings.

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Удаленные
Удаленные
Deleted accounts

The

tab Deleted accounts displays

tab Deleted accounts displays a list of deleted accounts. You

can restore a deleted

can restore a deleted account by clicking the Image Modified

 button

 button, which opens on hovering the mouse over the row in the table.

The restored accounts are displayed in the Active accounts tab (Fig

The restored accounts are displayed in the Active accounts tab (fig. 8).

 

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Fig. 8 – Deleted accounts tab

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Роли
Роли
User roles in

the system

the system

By default in Web-client has three types of accounts (technical administrator, administrator, operator). The list of available roles is displayed in the Role tab (

Fig

fig. 9).

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Fig. 9 – Role tab

If the the parameters of the basic roles are not suitable for solving problems, you can create custom roles and specify access rights for them. To do this:

  1. click on the Image Modified button. As a result, the New role window will appear (
Fig
  1. fig. 10.1);
    Image Modified
    Fig. 10 –  new account role

  2. enter the role name (
Fig
  1. fig. 10.1);

  2. specify forms and rights available for the

roleby

  1. role by checking the appropriate checkboxes (

Fig

  1. fig. 10.2 and 10.3);

    Tip

    To use tabular reports you need to specify Reports (fig. 11.1) form and Enable/Disable daily tabular reports right (fig. 11.2) by checking the appropriate checkboxes

  2. click the Save button (
Fig
  1. fig. 10.4).

As a result, a new role will be created. You can change access rights of the role using the Image Modified button in the pop-up toolbar. Clicking the button opens a window

(Fig. 11)

, where you will need to enter the required values and click the Save button.

 Image Removed

Fig. 11 – changing access rights

To delete a custom role you need to click on the Image Modified button. If the Web-client has an active account with this role, the button will be unavailable.

panel
Info
(info)

You cannot delete or edit the basic roles.

To download role list click Image Added button above the table. As a result, the table with the following data will be downloaded to a computer in the Excel format (.xlsx).

Operations log

The operations log records all events that occurred in the system during the user experience. Operation logs are used to determine the source of current system malfunctions, as well as to prevent possible problems. The information in the log (

Fig

fig.

12

11) is displayed in the form of a table that contains:

  • operation number;
  • date and time;
  • user name;
  • category and the name of the operation. 

Image Added

Fig. 11 – operations log 

 Each record in the table can be opened for detailed view (

Fig

fig.

13

12) with the button Image Modified that pops up when hovering the mouse over the table row. 

Image Removed

Image Modified

Fig. 12 –
operations log                                                                                                                            Fig. 13 –
operation details

By default, the log displays all operations. Certain operations (for example, performed by an administrator) can be viewed using filters. To apply filters, to open the settings bar by clicking on button Image Modified and define the required parameters (

Fig

fig.

14

13).

Image Modified
Fig.

14

13 – setting up filters

Filters implemented in the Web-client are described in Table 2.

Table 2 – Filters for configuring the operations log

Filter number
on

Fig

fig.

14

13

Filter nameDescription
2By accountsThe filter is used to display operations that were performed under a specific account

 


3

By category

The filter is used to display operations of the following categories:

  • Account – this category displays operations that were performed to an account

    (login/logout, password change);

  • Admin – this category displays the operations that were performed with an account

    (create, edit, delete account);

  • Drafts – this category displays operations that were performed with draft documents.

  •  

4Entries per pageThe filter is used to set the number of transactions to be displayed on a page
5SectionThe filter is used to display Archive that contains operations performed 7 days ago

Operations corresponding to your search criteria will be displayed in the table.

Operations log can be downloaded to a computer in the Excel format (version excel 2007/2010) by clicking the Image Added button above the table. If the filter is not configured, the entire log will be downloaded. If set filter settings, the specific events will be downloaded.

Notifications

The Notifications form (

Fig

fig.

15

14) displays a list of system transactions and errors that occurred during their performance. The notification contains time (

Fig

fig.

15

14.1) and text of the operation (

Fig

fig.

16

14.2). Notifications are displayed in order of receipt. New incoming messages are displayed at the top of the table.

 Image Modified

 Fig.

15

14 – Notifications form

In this form, the following categories of notifications are available for viewing:

  • export of the BRA roles;
  • export of master agreements;
  • export of outgoing messages;
  • export of incoming messages;
  • export of contracts;
  • export of TransfersAndExecution;

  • export of contract statuses;

  • export of packages from the repository.

To

view

start all operations click Image Modified (

Fig

fig.

16

15.1). To start a specific category of tasks you need to select a category from the drop-down list (

Figure 16

figure 15.2) and click Image Modified (

Fig

fig.

16

15.3).

Image Modified
Fig.

16

15 – select the notification category

 The Notifications form displays not only informational messages, but also system errors. To view them:

  1. сlick on the Image Modified button;
  2. click on Image Modified in the Display filed;
  3. select the type of notifications from the dropdown list (
Fig
  1. fig.
17
  1. 16.1);
  2. click on Image Modified (see
Fig
  1. fig.
17
  1. 16.2). 

Image Added

Fig. 16 – select the notification type  

 Example of a system error messages is shown in

Fig

fig.

18

17.

Image Removed 

Image Modified

Fig. 17 – select the notification type                                                             Figure 18

Figure 17 – system error notification

For user's convenience the viewed messages can be grouped under a separate category Read. To do this click on button Image Modified

 

in front of the necessary notifications. To see current and viewed notifications click on the drop-down list (Fig.

19

18.1), select the type of messages and click Show (Fig.

19

18.2).

Image Modified

 Fig.

19

18 – select the type of notification

Background tasks

The Background tasks form contains a list of system messages about operations that are at the stage of execution. The following categories of tasks are available for viewing in this form:
 

  • export of the
BRA
  • Base Reporting Agent roles;
  • export of master agreements;
  • export of outgoing messages;
  • export of incoming messages;
  • export of contracts;
  • export of TransfersAndExecution;
  • export of contract statuses;
  • export of packages from the repository.

Click Image Modified

 

to start all background tasks. To

view

start a specific category click Image Modified on the drop-down list and select a category, then click on button Image Modified (

Fig

fig.

20

19). 

Image Modified

Fig.

20 

19 – Background tasks form

This will display a list of tasks in the form of a table, where each row contains the time and the text of the task.

Import settings

 To choose import mode go to Accounts→Settings and set checkbox:

  1. Image Added –  cleared messageId and correlationId; Image Added– import drafts without changes;
  2. lock changing the Import mode;

Image Added

Fig. 20 – settings form

To save changes click Save button. Settings will be applied for for all users.