Admin Node
The Admin node allows you to add users, update their information in the database, and add them to various user groups/roles. Users can also manage import of time and billing information and planning page codes and rate cards. A user assigned as a Light Weight Administrator will have access to this node only. Other admin roles can also view this node. Details that can be updated in this node are:
- Users
- Import Jobs
- Planning Codes
- Planning Rate Cards
- Planning Code Sets
- Planning Resource Order Settings
Planning Resource Order Settings
Resources in Planning pages and lookups are be sorted by a custom sort order from this panel. The sorts can have multiple levels of hierarchy to sort based on metadata.
A sample Sort order:
Changing the sort order:
Click on the column field to change the sort column.
Available columns:
- Person First Name
- Person Last Name
- Fee Earner Class
- Category
- Department
- Office
- None
Click on the Sort on to set how the column is sorted by.
Available Sort fields:
- Display Order
- Value
Then click on the Order to change the ordering.
Ordering options:
- Ascending
- Descending
