Administration Guide

Controlling Access to Administrative Functions

Alloy Navigator offers a number of special Management and Administration permissions for the administrators. These permissions are divided in two groups:

  • Administrative Access: These permissions control the level of administrative access to Alloy Navigator:
    • Basic Administrative Access: Allows role members to log in to the Settings and grants access to other administrative tools such as the Import tool, the Automation Server Manager, and others.
    • IMPORTANT: You must always have a role with the Basic Administrative Access permission. It is highly recommended to assign this role to administrators only.

    • General, Security Management, Business Logic Management, etc.: Control the level of access to the Settings. Each permission corresponds to an individual section. The Settings hides unavailable sections from the user.
  • Advanced Administrative Functions: These permissions control access to advanced administrative functions in Alloy Navigator:

    • Batch Update: Allows role members to perform identical changes in multiple records at once. For details, see Batch-updating fields in multiple records.

    • IMPORTANT: You must additionally grant the Modify permission on the objects that will be updated.Otherwise, the administrator will be unable to perform the actual Batch Update. For details, see Controlling Access to Objects.

    • Recurrent Ticket Management: Grants access to the Recurrent Tickets feature. With this permission, users can set up auto-creation of Service Desk Tickets based on a schedule.

    • Local Dashboard Customization: Allows role members to locally customize dashboards. Note that dashboard customization is available only in the Desktop App. For details, see Customizing dashboards.

    • Local Snippets Management: Allows role members to create, modify, and delete their personal snippets. For details, see Using snippets.

    • Shared Snippets Use: Allows role members to use shared snippets. Note that shared snippets are configured in the Settings App by an administrator. For details, see Managing shared snippets.

  • View Management: These permissions control access to shared and local views, as well as the ability to share personal views and export grid data.

    • Shared View Management: Allows role members to create, modify, and delete shared data views, regardless of their ownership

    • Local View Management: Allows role members to create, modify, and delete local data views.

    • Share Views: Allows role members to share personal views and their modifications.

    • Export Views: Allows role members to export data from views. For details, see Exporting records from data views.