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Introduction
The SCView database, an essential tool for administrative management, houses a crucial section known as Site Settings > General. Here, administrators can manage various organizational settings crucial for seamless operations and enhanced security. These settings encompass password rules, departmental configurations, email templates, mail server options, organizational details, and integration APIs. This detailed overview aims to simplify the navigation and management of these settings, ensuring that all admin users can effectively tailor the system to meet their specific organizational needs.
A. Problem statement
Navigating and managing the diverse configurations within the SCView database Site Settings > General can be a daunting task for administrators. This complexity arises from the variety of settings available, ranging from password requirements and departmental allocations to more advanced protocol settings like mail server configurations and API integrations. Inadequate management of these settings could lead to security vulnerabilities, inefficient operations, and misaligned department functions.
B. Solution
To address these challenges, it is essential that administrators are equipped with clear instructions and a proper understanding of each section within the Site Settings. Providing step-by-step guidance and troubleshooting support can significantly ease the process. Additionally, it is vital to restrict access to sensitive adjustments (like API and mail server settings) to specialized support staff to minimize risks. By ensuring that each administrator receives the requisite training and resources to navigate and configure settings effectively, organizations can maintain robust security protocols, efficient operational flows, and accurate department alignments within the SCView Database.
Overview steps:
Every SCView database has a Site Settings > General section. Here you can find Classic password requirements, Departments, SCView email template, Mail Server settings, Organization and Integration API settings.
Note: To access Site Settings, you must be an Admin.1. Accessing Site Settings > General
Go to Admin > Site Settings > General.
2. Password Section
Minimum Length - The minimum length numerically a password can be.
Allow Self-Reset - If an admin changes a user's Classic SCView password, password reset will be enforced, forcing the user to enter a new password after entering the temporary one.
Require Lowercase - Require lowercase characters in password.
Require Uppercase - Require uppercase characters in password.
Require Number - Require numerical characters in password.
Require symbol - Require a special character in password (Example: !@#$%).
Password Expiration (in days) - After the entered amount of days have passed, users' passwords will expire.
Inactive Deactivation Period (in days) - After the entered amounts of days have passed, an SCView account will automatically be flagged inactive, and the user cannot sign in without an admin setting the user back to active.
3. Departments
Here we can add, edit and re-name departments. These will be used for other modules such as Mileage, Time Sheets, etc.
- This new button will allow us to create a new Department. Simply enter the new department name and press the floppy disk icon to save. Press the curved arrow to cancel creating a new department.
- This button will allow us to edit the department.
- This button will pop up a separate window showing us what Users/Groups are assigned to this department.
3. Email Template
This section will display the current SCView database email template. This can be changed by SC Strategic Solutions' Support staff to change the email border colors and themes. Please reach out to Support for more assistance with or information on this.
4. Mail Server
This section will list any settings for the Mail Server. This will not be covered as this goes outside the realm of this guide. Only SC Strategic Solutions' Support staff should edit this section. Please reach out to Support for more assistance with or information on this.
5. Organization
The Organization section will have your database's basic Name, Primary Phone and Primary Website. By default, Name is filled out matching the database name. Please reach out to Support for more assistance with or information on this.
6. Integration API
This section will list a single Security Token option. This deals with encryption and security and goes outside the scope of this guide. Please reach out to SC Strategic Solutions' Support staff for more assistance with or information on this.
C. Best Practices
- Department Management: Keep departmental data updated to reflect organizational changes promptly. This ensures that access controls and functionalities tied to department-specific operations like Mileage and Time Sheets remain accurate.
- Limit Access for Sensitive Settings: Restrict modifications of Mail Server settings, Organization details, and APIs to designated personnel or support staff only to prevent unauthorized changes that could impact system functionality or security.
- Audit and Documentation: Regularly audit Site Settings changes for compliance and keep detailed records of adjustments made, along with timestamps and admin user details.
- Training and Resources: Ensure all admins are well-trained on the features of the Site Settings > General section and provide them with resources or direct contact information for Support when advanced issues arise.
D. Troubleshooting
- Invalid Changes not Saving: Verify that all inputs meet the system requirements, such as password complexity or valid department names. Check for any error messages that might indicate what went wrong.
- Access Issues: If unable to access certain sections like Mail Server or API settings, confirm your admin permissions and ensure your account hasn’t been inactively flagged. If permissions are correct yet issues persist, contact Support.
E. Related articles
Conclusion
Effectively managing the SCView database through the Site Settings > General section is crucial for maintaining a robust and efficient administrative platform. By adhering to recommended best practices and utilizing the troubleshooting guidelines provided, administrators can ensure they leverage the full capabilities of their SCView database responsibly and securely. Continued education and proper usage of support resources will also aid in overcoming any challenges that may surface during the management of these settings, aiding in seamless organizational operations and enhanced data security.