Methods for using various settings
Last updated
Last updated
In the settings section, you will find a menu for you to customize, as shown in the image.
In the user data management menu, you can perform the following actions:
Invite Users: Create invitations to invite new users.
Edit or Delete Information: Modify or delete user data.
Manage User Invitations: Handle the process of inviting users.
The first step is for you to click on "Create User Invitation" at the top right, as shown in the image.
In this section, you can select access rights based on the roles we have created under the "Roles"
In this section, you can adjust the storage space for data. You can set how much data this user can store, and you can also choose the storage unit by clicking on the word "MB." After clicking, you will find two storage unit options:
MB (Megabyte)
GB (Gigabyte)
NOTE: that 1024 MB is equivalent to 1 GB.
In the "Group" section, you can specify which group the invited person will join. More details can be viewed in the "Group" section.
In the "Licenses" section, it shows the current usage and maximum allowed users for the licenses in that specific company. For example, it indicates that there are currently 15 users in use out of a maximum of 30 users.
In this section, it indicates the remaining storage capacity for the company's data storage.
After completing the configuration, you can click on "Create Link." After that, your invitation link will be ready for use.
In the company settings section, you can configure various information as follows:
Setting the Company Name
Specifying the Company Email
Defining the Company Address
Assigning the Tax Identification Number (TIN) for the Company
Providing the Company's Phone Number
Uploading the Company Logo
Setting the Company Stamp
After making the necessary changes, click on "Save" to save the modifications.
On this page, you can assign roles for workflow access. You can define what each role is allowed to do. Additionally, you have the option to delete or duplicate existing roles.
To add a role, click on "+ Role" to access the page for adding a role.
Once you're on the page to add a role, you can specify the role name. In the example, let's set it as "Administrator."
Next is to set the permissions for the role, determining what functions or features this role can access. You can check just one option or select all of them as needed.
In the example, we are assigning the role of Administrator, which has access to everything.
Once you have finished assigning permissions, click on "Add" to save and add the role. That completes the process of adding a role.
The registration number list is a way to increment registration numbers when creating new tasks. You can configure various settings, such as
You can set the name of the running number.
You can set the nickname of the running number.
You can set the quantity of the running number.
You can set the digit in counting for the running number.
You can set the counting method for the running number.
To create a running number, click on "Create" in the top right corner.
In this section, you can change the name as desired. In this example, it will be changed to "Human Resources."
In the "Prefix" section, you can set a nickname or abbreviation for the running number. In this example, it will be set to "HR."
The "Count" section is where you specify the initial count of the running number.
The "Digit" section is where you specify the number of digits in the running number. For example, setting it to 3 would result in HR-001.
This section allows you to specify the counting method:
"Sequence" is counting with a single number.
"Prefix" is counting with a prefix.
"Month" is counting based on the month.
This section is for setting the status, whether it is:
"Active" which means enabled.
"Inactive" which means not enabled.
This part is for creating variables. You can create variables by clicking on the top right corner as shown in the image.
You can set the name of the variable, in this example, it is set to "address".
In the "description" section, you can provide additional details. In this example, it is set to "Address of Siamrajathanee Company"
In the "type" section, you specify the variable type.
Text is a variable type for textual data.
Example of usage is to assign addresses or phone numbers.
Number is a numeric variable type, and the number must not start with 0.
Example of usage: It is used to specify price and quantity.
In this example, Text is used to specify the company's address.
When you select the type, you will see the added Default Value. Enter the desired information. In this example, it is set to the address of Siam Rajathanee Company. Once done, click on "SAVE" to save the variable.
After you save it, your variable will be added to the main page. This completes the variable creation process.
To create a widget, click on the square icon as shown in the image.
After that, you will encounter the widget creation window.
In this section, you can name your widget. In the example image, we will name it "Test."
In this section, you can choose how many widgets you want to create. You can create up to 3 widgets.
After you have made your selection, click on "Add" as indicated by the circle in the image.
After you have added the widget, you will encounter the graph configuration window. You can choose the type of graph that suits your needs. In this example, we will use the COLUMN type.
Then, the selected graph will be displayed. You can configure the widget settings, or if you don't want to use this graph, you can change it by clicking on "CHANGE" as indicated by the arrow in the image.
The first step is to click on the magnifying glass icon as circled in the picture.
After clicking on the magnifying glass, you will see the Database and Properties tabs. Let's start with the Database section. Click on it following the arrow.
Then, the databases available for use will appear. In this example, we will use the jobActivity database.
Next, let's move on to the Properties section.
In this section, you will set the name for the chart. You can choose a name that suits your preferences.
This part is related to the Data Range and Data Dimension.
In this section, it will be the data range dimension.
After you press "+", you will encounter this window. From now on, please check/select the fields that you want to use according to your preference.
In this example, we will select the "name" field. After that, click on the red circle. Once you click, the field will be moved to the right column instead. Then, select it again and press confirm.
After that, the selected field will appear in the Dimension Range section. The Dimension Data section works similarly. You can choose data fields to be displayed on the graph.
Next is the Row Count section, where you can specify the number of rows as needed.
This will be the definition of the starting row, and you can set the value as appropriate. In the examples for each figure, we will use it as the "initial value."
Next is the arrangement section, where you can specify whether you want it to be arranged from high to low or from low to high.
In this section, you will be setting the date range. You can automatically set the time, and the default value specified is 30 days (excluding the current time). If you do not want the automatic value, you can manually set it by checking the "Custom" option. Then, you can specify the dates according to your preference.
This section will involve data consolidation.
After clicking into this page, you will encounter this window. In the rectangular frame, you will find the section for selecting fields to calculate averages. If you wish to add data fields and consolidate information, you can click on the "Add" option as indicated in the circle.
Following that is the process of selecting fields to calculate averages.
If you want to calculate other values, click on the corresponding icon to display the toolbar, then choose the appropriate option based on your needs.
This is the page for creating filters, where you will specify the selection of three main components:
Data Field: Choosing the heading of the field you want to use.
Filter: Selecting a filter to refine the values.
Value: Finding the average value.
Once you have completed the steps, click on the confirmation or submit button.
After adding the information, please press the save button to complete the process.
