Administrator Portal Overview (Orange Side)

The Administrator Portal—also called the orange side—is the central hub for managing user access, locations, roles, permissions, and notifications in Kipu Compliance. 

Required Permissions: Users must have admin privileges assigned to their profile to access the Administrator Portal. If you do not have access, contact your main Kipu Compliance point of contact.

Let’s walk through how to navigate and manage key areas in the Administrator Portal.

Accessing the Administrator Portal

1. From the User Dashboard, click on the Location drop-down and select a location under the Company Admin section.
   
2. Once selected, the left-hand navigation menu will turn orange, indicating you are now on the Administrator Portal.
   

Viewing and Managing Locations

You can view and manage all locations linked to your Kipu Compliance system from the Locations section.

1. From the navigation menu, click Locations to expand the section.
   
2. Click View List to see all active and inactive locations.
   
3. Click a location name to view more details.
   
4. Each location overview page displays the following information:
   • Whether or not the location is active
     
   • A list of all forms available in the location
     
   • At the bottom of the page a list of users with access to this location.
      

Managing Users

1. From the Dashboard, click on the Users section to manage users in the system.
   
2. Click View List to see all users.
   
   • If you click on Add New, you can create a new user from this menu. For more detailed information on Creating a user, follow this link.
3. A list of all users in your system will be displayed. 
   
   From here, you may:
   1. Add New User
   2. Impersonate User
   3. Reset  a user's password
4. Click on a username to open the individual's user overview.
   
5. Click Edit to update user details, access, or assigned locations.
   

Reviewing and Editing Roles

The Roles section lists every system role and the permissions assigned to it.

1. Expand the Roles section from the navigation menu on the right, and click View List.
   
2. Clicking Add New will allow you to create a new role.
3. A list of all roles available in your system will display. 
   
4. You may use the Add New button on the top right corner of the page to create a new role.
   • Each role lists:
     • A short description
     • Total number of assigned forms, HR documents, and notifications
5. Click on the name of any Role to view or update the permissions granted to users with that role.
   

Managing Permissions

Use the Permissions section to view and edit individual permission records.

1. Click on the Permissions section to expand it.
   
2. Click View List to see all permissions by form, document, or competency.
   
   • Alternatively, you may click on the Add New button for Forms, HR Docs, or Competencies to create new permissions directly from here.
3. This page will display all permissions in the system at this time. Each permission is displayed with its own line item separated by the columns.
   
   • Role
   • Form
   • Can Create?
   • Can View?
   • Can Update?
   • Can Delete?
   • Can see Others Entries?
   • Is Active?

Note: The All Role Permissions drop-down at the top allows you to filter the list by role, providing a similar view to what you’ll see in the Roles section.

Notifications

In the Notifications section, you can customize who gets notified and when.

1. Click the Notifications section.
   
2. Click View List to see all current notification settings.
   
   1. Alternatively you can click Add New to create a new notification from here.
3. This page displays all the current notifications. Clicking the Add New button on the upper-right corner will allow you to create a new notification if needed.
   
4. Clicking the Arrow button under the actions column will allow you to either Edit, or Duplicate an existing notification:

Email Templates

Welcome emails can be created to be sent out when new users are created in your system.

1. Click on Email Templates on the navigational menu on the left side of the screen.
   
2. Click View List to display all Email Templates.
   
   • Alternatively click Add New to create a new Email Template from here.
3. Here you will see all email templates, you may use the arrows under the action column to edit or delete an existing template. You may also click on the ADD NEW button on the top right corner to create a new Email Template.
   

Reporting and Graphs

The Reports and Graphs section provides tools to report on system data.