Archibus SaaS / System / SaaS Administrator

SaaS Administrator

The SaaS Administrator (sample user AFM-CLI) performs basic administrative tasks to ensure that Archibus correctly runs for their company's needs.

The SaaS Administrator has the 4 - CLIENT ADMINISTRATOR (ACP) role.

Note: The Archibus Foundations Manager (sample user AFM-FDN) also performs some administration tasks. See Archibus Foundations System Administration.
A SaaS Partner Administrator (sample user AFM-BP) performs advanced tasks. See SaaS Partner Administrator.

To access tasks for configuring and administering Archibus SaaS

1. On Archibus SaaS, sign in as a user who is a SaaS Administrator; in the sample data, this is user AFM-CLI.
2. Select System.

The following tasks are available:

Monitoring

• View Program Information and License Usage
• Usage Analytics Opt-in Preference
• View Users Logged into Archibus
• Track Mobile Device Registration (System Management Help)
• View Notification Log

User Management

• Add or Edit Security Groups

• Add or Edit User Roles

• Assign Security Groups to Roles

• Define Users -- except users assigned to the 4 - PARTNER ADMINISTRATOR (ACP) and SYSTEM ADMINISTRATOR (ACP) roles.
• Reissue Password Wizard (System Management Help)

See also

• Setting up the Guest Account for Archibus Workplace
• Set a Sample Archibus Foundations User to a Non-English Locale
• Sample Users

Metrics and Reports

Reports Central

Home Pages and Metrics

Developing new home pages or personalizing the existing home pages is a common task for SaaS Administrators. SaaS Administrators can access the Home Page Editor from the Manage Home Pages and Process task, and then publish any changes that they make.

Note that making home pages available to new roles is a task of the SaaS Partner Administrator (sample user AFM-BP), who has access to the Assign Processes to Roles or Users task.

The following topics are found in System Management Help.

• Manage Home Pages and Processes
• Publish Home Pages by Role
• Define Granularities
• Define Scorecards
• View Metric Trend Values

• Define Notification Messages for Metrics

• Define Notification Categories for Metrics

• Manage Notification Templates for Metrics

• View Notifications Log for Metrics

Application Configuration

Document Management

• Manage the document system.
  • Document Management Overview (System Management Help)
• Manage the document management for drawings system.
  • Administering Document Management for Drawings Overview (System Management Help)

Configure Application

• Configure Application Parameters
• Configure Application Parameters for Mobile
• Edit SVG Publishing Rules

Utilities

• Edit Shortcuts
• Upload Your Company Logo
• Edit user messages for specific applications. See Archibus Messages Table (System Management Help).

Multi-currency and VAT (Enhanced Global Feature Set)

• Set up your deployment for multicurrency, VAT, and multiunits. See the topics in Using the Archibus Enhanced Global Feature Set.

CAD and BIM Manager

See CAD and BIM Manager (SaaS).

Mobile Apps Manager

Note that the mobile-related tasks are not required for a SaaS Administrator at a site with only Archibus Foundations, as Foundations does not include mobile apps.

See Mobile Apps Manager.