About System Administration

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This section is for administrators of a Board platform.

To access this section, users must have a Developer license associated with their profiles and they must have the "Admin" checkbox enabled in the Platform authorization table in the Subscription Hub. See Board Subscription Hub for more information.

In this section, you can manage user roles, security profiles, the graphical theme of the Platform, monitor users and running tasks, and several other administrative options.

The System Administration section is at the Platform level, meaning that the settings in this section take effect on the Platform you are currently logged into.

To enter the System Administration section, hover over the light blue square at the top left corner of the page to bring up Board's Main Menu, then click on "System Administration". You will be taken to the homepage of the System Administration section, where you can navigate and access its various settings. The small square at the top left corner of the page will become blue, meaning that you're in the System Administration homepage.

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The System Administration homepage provides common navigation elements used in the entire Board Platform, such as tiles and the Top Menu. See Board workspace for more details.

The left navigation panel allows you to browse through the various System Administration settings: hover over the System Administration icon ( icon for System Administration ) in the left menu to open the panel.

The System Administration section offers the following subsections:

  • Subscription. This tile links to the Board Subscription Hub, which is a portal for administrators of Board Cloud Platforms to carry out several user management tasks on the entire Board environment.

    The tiles that you can access in the Subscription hub depend on the Subscription hub authorizations of your user account.

  • Admin Portal.

  • Roles.

    • Add, edit, or remove user roles

  • Folder Security.

    • Add, edit, or remove folder security profiles

  • Features.

    • Add, edit, or remove user application profiles

  • Online Users.

    • View online and offline users

  • Running tasks.

    • View currently running tasks (such as Dataflows, Data Readers, Layout executions, and more)

  • Log settings.

    • View or edit the log settings of the Platform you are managing

  • Broadcasting.

    • Add or remove broadcasting protocols that send Presentations via email to a specified list of recipients on a scheduled basis

  • Data sources.

    • Add, edit, or remove Data sources for Data models

  • Localization.

    • Add or remove languages

    • Run the "Collect Text" feature

  • Taxonomies.

    • Configure taxonomy options and upload taxonomies for iXBRL reports

  • Appearance.

    • Define visual elements of the user interface

  • Search engine settings.

    • Configure the internal search engine of Board

  • Data model snapshot.

    • Create, delete, or rename Data model snapshots

    • Upload or download Data model snapshots

    • View the Data model snapshot change log

  • Data model package.

    • Create, delete, or rename the Data model packages that allow you to port metadata changes from one Data model to another Data model

    • Upload or download Data model packages

  • Capsule Snapshot.

  • Capsule package.

  • CLI automation.

    • Enable or disable the Command Line Interface (CLI) Service

    • Run a Data model package from the command line