Adding a User
Adding a User is a simple process. Once logged into the system. Click the admin section on the left navigation. Then click Users from the top page menu. Then click the blue add icon button located next to the search box. Once the flyout modal is displayed, Enter the users first name, last name, email address, and select a role. Then click the save button.
Assigning a Role
The following roles currently exist in the system. Administrator, EDC Users, and External Users.
Administrators have full access to the system and it’s capabilities
EDC Users have the ability to view and edit project information, access reports, etc. But they cannot change the status of a project or add or modify system users.
Finally, the external user role is typically assigned from an individual project page. This role allows these users such as project stakeholders to collaborate around a project including adding notes. These users also receive any notifications related to the project or projects to which they are assigned.
Notifications Setup
Administrators can set up the notifications policy for all projects. Click the admin section on the left navigation. Then click notifications in the top page menu. Click the blue add icon on the right, and once the flyout modal is displayed, enter the notification name, the time frame (which is the number of days before a due date you’d like the notification to be sent) and then select which requirement you’d like the rule to apply. You can select tasks, incentives, or both items for the rule. Then click the save button
Administrators can also edit an existing notifications rule by clicking the edit icon to the right of the rule, or they can also delete the rule using the delete icon.
Tags & Fields
Tags are a concept in EDOiQ to allow system users to categorize objects in the system such as contacts, companies, properties, and projects with a custom word or phrase. Typically, tags are used when a field is not as specific or as custom as your group needs. For example, Let’s say a member of the organization visits a marketing event. When entering a new contact into the system, there is a field called source, which has a selection called “Marketing/Tradeshows” which you can assign to the new contact. However, it may also be useful to create a tag with the specific event name. When there is a need to run a report or create a list, users can always use the built in fields to filter, but there is now the ability to get more specific using the custom tags as a filter as well. Once tags are created, they are available to be selected and associated to any contact, company, property, and project.
