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Spira Admin 1: Introduction

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A tutorial by Simon Bor, presented at InflectraCon 2019, in Cincinnati, OH on September 10, 2019.

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Spira Admin 1: Introduction

  1. 1. Spira Admin 1 Introduction to being a Spira admin @Inflectra | #InflectraCon
  2. 2. Simon Bor Head of Products, Inflectra
  3. 3. Session Aims
  4. 4. … or if you want to get technical Admin orientation Building blocks Users Custom properties
  5. 5. Admin orientation
  6. 6. reports & charts changing fields statuses security emails workflows membershi p
  7. 7. The four sections of Spira admin System Program Product Template
  8. 8. System Program Product Template Product Membership Components Data syncs Planning History of changes
  9. 9. System Program Product Template Workflows Field settings Custom fields Notifications
  10. 10. System Program Product Template
  11. 11. System Program Product Template Users Roles Making products & programs Integrations Custom reports Security
  12. 12. How to know if you are an admin
  13. 13. Building blocks
  14. 14. … or if you want to get technical 1 Make a new product 2 Choose its template 3 Make a program 4 Add the product to the program
  15. 15. Users
  16. 16. View users
  17. 17. Add Users Two Ways
  18. 18. Who can do what: user roles Limited view Product admin Template admin
  19. 19. Role permissions
  20. 20. How many user roles are possible? 295,148,000,000,000,000,000
  21. 21. Adding Users to a Product
  22. 22. Custom Properties
  23. 23. Finding custom properties
  24. 24. Custom property types text numbers true/false date list/multilist user
  25. 25. Custom lists
  26. 26. Custom lists
  27. 27. Final tips
  28. 28. You can learn a lot from the admin menu / spiradoc.inflectra.com System admins: make a dummy private product and template to play with Admin 2 will be a deeper dive
  29. 29. Admin in 4 parts products, templates, programs, system Common admin actions make a product, with a new template, add it to a program Manage users add, edit, approve, manage roles, add to products Custom fields 30 per artifact per template, as many lists as you want

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