Once lesson one is complete, you will become a champion of moving around the application, performing actions from the main dashboard, and finding resources.
This lesson will focus on:
Main Dashboard
Navigating the Application
The Resource Center
Users
Roles
Permissions
Users Table
Account Custom Fields
The Main Dashboard, Application Navigation, & The Resource Center
The Main Dashboard
1. The Training Pie Chart: The pie chart allows you to view the training status information (including all non-compliant and compliant training records) by item in one table.
2. The Activity List: The activity list lists all action items for the user, including signatures needed and overdue review items. These actions have nothing to do with training items and is not related to the training pie chart.
3. View Selection: This dropdown changes the dashboard view, depending on permissions.
4. ZenQMS Modules: The module icons listed are the active modules in your account.
5. The Resource Center: The resource center offers the user access to product updates, the knowledge base, support, and feedback opportunities.
Navigating the Application
The plus button gives users easy navigation to various actions that can be completed in the account:
When hovering over the green plus button, a menu will display. Here you can create new items, quick links, and recently viewed items:
The Resource Center
The ZenQMS Resource Center provides users with easy access to product updates, the knowledge base, support, and feedback opportunities. To access this tool, hover over the question mark icon at the bottom right of your screen:
Lesson One Part One Training Video: The Main Dashboard, Navigating the Application, & The Resource Center
Users, Roles/Permissions, Users Table, Custom Fields
Adding Users
Users are added by clicking the Settings icon on the main dashboard:
Click Users:
Select Add New Users:
A single user can be added on the fly, or multiple users can be imported in at once.
Adding a Single User
When adding a single user, they are invited to the account immediately. A personalized message can be added to the invitation that the user will get in their email. Enter the user's information and click send invite, when ready.
Adding Multiple Users
When importing multiple users, they will be imported in an uninvited status, unless the option to invite them immediately is selected. Click download template and add the user information. Once it is finished, upload the file.
When adding users to the template, the email address that is listed as a supervisor must be an email address listed in column A:
If users are not invited immediately, they can be invited in the account from the users table. Click the boxes next to the user(s) name that you would like to invite and click group action, send invite.
Disabling Users
Users can be disabled by clicking on their hyperlinked name on the users table:
When the slider box opens, click on the disable user button:
Reactivating Users
To mark a disabled user as active again, please click on the users' hyperlinked name on the users table:
When the slider box opens, click on the activate user button:
Creating Custom Fields
Custom fields can be created to use for the users in the account. These custom fields can be added to the users table. Under Settings, click Custom Fields:
Click Create:
Fill in the information, select the type and if it is a required field.
If you select a type that has a value selection, you will need to add the values using the plus button:
Adding Custom Fields to the Users Table
On the users table, click on manage custom fields:
Choose the custom field to add to the table. Once you have added it, you will see it listed under Already selected Account Custom Fields:
On the users table, click the icon shown below and add the custom field to the table:
User Roles/Permissions
Roles are used for training assignments, document visibility, and other permission based modules in the application, such as the issues and change control modules.
Creating Roles
Under the Settings icon, click on Roles/Permissions:
Click Create:
You will be asked to fill out the role information and select the permissions for this role:
Account Users: gives user access to the User Table
Account Active Modules: allows users to turn on and off account wide visibility for modules
Account Custom Fields: allows user to create new account custom fields and manage existing
Account Roles/Permissions: allows users to create new roles and manage existing roles and the permissions given
Account API Settings: allows users to access the API settings for the Change Control, Issues, and Tasks
Account Single Sign On (SSO): allows users to access the Single Sign On settings
Account Audit Trail: allows users to access the account wide audit trail
Configuration: Document Categories: allows users to access the document categories section.
Configuration: Issues Categories: users with this permission will be able to view Issue categories. Only users under the Administration: Account Super User role can create new categories
Configuration: Change Control Categories: users with this permission will be able to view Change Control categories. Only users under the Administration: Account Super User role can create new categories
Configuration: Task Types: users with this permission will be allowed to create new Task Types
Import/Export Configurations: users with this permission can access the Import Export tool for Change Control and Issues
Configuration: Documents - legacy: users with this permission can access the legacy document module permissions.
The following two permissions will be listed if the settings on your account have these modules turned on:
ZenSign: External Assignments: users with this permission can configure ZenSign settings at either the issue or change control category level.
Insights: View/Export: users with this permission can access the Insights Module.
Click the Save button when finished. You will see your role added to the roles full table after it is created:
Adding Permissions to Roles
After the role(s) is created, you can add/edit the permissions that are assigned to it. To add permissions, click on the role name:
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