Administrator Guide

A user’s experience determines the foundation for their engagement of the program. When users have a positive experience with consistent results, it leads to less rework, frustration, and confusion.

 

Your role as an Administrator is essential in starting your project off on the right foot. Applying the knowledge of the Building Blocks of Onware, in addition to the Set-Up a Project, standardizes the project set-up, reinforces user(s) positive and similar experience from project to project. We encourage you use these resources as a baseline for creating your own organization’s unique project set-up.

• To understand the importance of each sections of Onware's project setup, see Building Blocks of Onware.

• For a smooth and efficient project setup, see Project Set-Up Checklist.

• If you are ready to setup the project, see Set-Up a Project.

• Once the project is complete, it is recommended to Close Out a Project.

 

As an Administrator, your access allows you to:

• Impersonate a User

• Access Document Audit Log

• Access E-mail logs within Onware

• Access and customize Settings

• Manage projects in the Project Directory, such as:

  • Create a Project

  • Edit a Project

  • Delete a Project

  • Activate a Project

  • Inactivate a Project

  • Manage Users on a Project

    • Add User(s) to a Project

    • Customize User's Per Project Access

    • Replace User(s) on a Project

    • Remove User(s) from a Project

• Manage Companies in the Company Directory, such as:

  • Create a Company

  • Edit a Company

• Manage Users in the User Directory, such as:

  • Create a New User

  • Edit an Existing User

  • Send invitation to User to access Onware. For more information, see Log In & Password

• Set-up E-mails:

  • E-mail Notifications on Preferences

  • Configure E-mail Subscriptions

    • Add Project E-Mail Subscriptions

    • Delete Project E-Mail Subscriptions

• Create and/or customize Custom Printed Form / Report templates