Fieldcode Manual

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Last updated:October 25, 2024

Admin panel

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This application is devised for administrators of the system, who adapt the system to the business needs.

The more configuration is applied in the Admin panel, the smarter Work place becomes.
From the Admin panel you can also conveniently connect with partner systems.

Parent sections:
  • Access
  • Process
  • Dispatch
  • Automations
  • Dynamics
  • Interfaces

Subsections:

  • Users, Account, Permissions, …
  • Projects, Lists, Customer Portal, …
  • Workflows, Automated Actions, …
  • Objects, Custom Fields, Forms, …
  • Systems, Outgoing, Incoming, …

Some parts of the system are tied to different subscriptions, for example, the Dynamics section will only be accessible with an Enterprise subscription plan.

The Admin panel clusters into different sections where different goals can be achieved:

  • Access: Your place to configure your user base, set permissions and initiate partner connections.
  • Process: Your place to configure projects, customize the Customer Portal, …
  • Dispatch: Your place to configure your dispatch groups, assign skills, create PUDO locations, …
  • Automations: Your place to configure the system smartly with automation and workflow configs.
  • Dynamics: Your place to customize Fieldcode even further (Enterprise required).
  • Interfaces: Your place to connect Fieldcode with other third-party systems (In and Out).
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