Administration Guide¶
This guide is for system administrators.
Administrator Permissions¶
Administrators can perform the following operations:
- User management
- Role and permission configuration
- Configuration (form) creation and modification
- System settings modification
- Site management (in multisite mode)
User Management¶
The user management interface
List Users¶
- Open "Administration" menu
- Select "Users"
Create New User¶
- Click "New user" button
- Enter details:
- Name
- Email address
- Role(s)
- System sends invitation email
Edit User¶
- Click user's name
- Modify details
- Save
Deactivate User¶
- Open user details
- Click "Deactivate" button
- Confirm
Deactivated user cannot log in, but their data is preserved.
Delete User¶
Warning: This is a permanent action!
- Open user details
- Click "Delete" button
- Confirm
Roles and Permissions¶
System roles overview
Built-in Roles¶
| Role | Description |
|---|---|
admin |
Full access to everything |
manager |
Manage users and configurations |
owner |
Full management of own site |
editor |
Edit configurations and data |
contributor |
Create and modify data |
creator |
Only create data |
viewer |
Read-only access |
Create Custom Role¶
- Open "Roles" menu item
- Click "New role" button
- Enter:
- Name
- Description
- Permissions
- Save
Permission Settings¶
Each permission can include the following operations: - Create - Read - Update - Delete
Resource types: - Configurations (configs) - Data (data) - Users (users) - Roles (roles) - Sites (sites)
Assign Role to User¶
- Open user details
- In "Roles" section add/remove roles
- Save
Configuration Management¶
List Configurations¶
- Open "Configurations" menu item
- Filter by type or tags
Create New Configuration¶
- Click "New configuration" button
- Select type:
- Form
- Grid
- Tree
- Enter title and description
- Design form in editor
- Publish
Copy Configuration¶
- Open configuration to copy
- Click "Copy" button
- Enter new name
- Modify as needed
Export/Import Configuration¶
Export: 1. Open configuration 2. Click "Export" button 3. Save JSON file
Import: 1. Click "Import" button 2. Select JSON file 3. Review and save
Site Management (Multisite)¶
List Sites¶
- Open "Sites" menu item
- See all sites and their status
Create New Site¶
- Click "New site" button
- Enter:
- Site name (appears in URL)
- Display name
- Owner email
- System automatically creates the site
Site Settings¶
- Open the site
- Modify settings:
- Name
- Owner
- Allowed features
- Custom settings
Deactivate/Delete Site¶
Deactivate: Site temporarily unavailable, but data preserved.
Delete: Permanently deletes site and all its data.
System Monitoring¶
View Logs¶
- Open "Logs" menu item
- Filter by:
- Time period
- User
- Action type
- Severity
System Status¶
On "System Status" page you can see: - Number of active users - Number of stored records - System resource usage - Last backup time
Security Settings¶
Password Policy¶
Configurable: - Minimum length - Required characters (upper/lowercase, number, special) - Expiration time - Previous password prevention
Session Settings¶
- Session timeout
- Concurrent logins count
- IP-based restriction
Two-Factor Authentication¶
- Enable 2FA in system settings
- Users can individually activate
Backup and Restore¶
Automatic Backup¶
System creates daily automatic backups. Configurable: - Backup time - Retention period - Storage location
Manual Backup¶
- Open "Backup" menu item
- Click "Create Backup" button
- Wait for completion
- Download backup file
Restore¶
Warning: Restore overwrites current data!
- Open "Backup" menu item
- Select backup to restore
- Click "Restore" button
- Confirm
Troubleshooting¶
User Cannot Log In¶
Check: 1. Is user active 2. Has password expired 3. Is there IP restriction 4. Is site active (in multisite mode)
Permission Problems¶
- Check user's roles
- Check role permissions
- Check site-specific permissions
Performance Problems¶
- Check system status
- Check large configurations
- Check number of queries