Administration
Comprehensive system administration and configuration tools for BigLedger administrators. This section covers user management, system settings, security, and organizational structure.
User & Team Management
Manage your organization’s users and team structure:
Adding, editing, and managing user accounts and permissions
Setting up departments, roles, and organizational structure
User roles, permissions, and access control systems
Organization & Structure
Configure your business organization and data structure:
Managing groups, categories, and organizational structures
Advanced labeling and tagging systems for better organization
Creating and managing labels for categorization and reporting
Key Administrative Responsibilities
User Management
- ✅ Create and maintain user accounts
- ✅ Assign appropriate roles and permissions
- ✅ Monitor user activity and security
- ✅ Handle password resets and access issues
- ✅ Manage team structure and reporting relationships
System Configuration
- ✅ Configure business rules and workflows
- ✅ Set up organizational hierarchy
- ✅ Manage system integrations
- ✅ Configure security settings and policies
- ✅ Maintain data backup and recovery procedures
Data Governance
- ✅ Establish data quality standards
- ✅ Configure validation rules
- ✅ Manage master data consistency
- ✅ Implement audit controls
- ✅ Ensure compliance requirements
Administrative Tasks Checklist
Daily Administration
- Monitor system performance and user activity
- Review security alerts and notifications
- Handle user access requests and issues
- Process pending approvals and workflows
- Check system backups and integrations
Weekly Administration
- Review user permissions and access levels
- Analyze system usage reports
- Update system configurations as needed
- Conduct security reviews
- Plan upcoming maintenance windows
Monthly Administration
- Comprehensive security audit
- User access certification review
- System performance analysis
- Data quality assessment
- Business rule effectiveness review
Security Best Practices
Access Control
- Principle of Least Privilege: Grant minimum necessary access
- Role-Based Security: Use roles rather than individual permissions
- Regular Reviews: Audit user access quarterly
- Segregation of Duties: Prevent conflicts of interest
- Strong Authentication: Enforce complex passwords and 2FA
Data Protection
- Encryption: Ensure data encryption at rest and in transit
- Backup Strategy: Maintain regular, tested backups
- Change Management: Document all system changes
- Compliance: Meet regulatory requirements (PDPA, etc.)
- Incident Response: Have procedures for security incidents
⚠️
Security Alert: Administrators have powerful privileges. Always follow the principle of least privilege and maintain detailed audit logs of administrative actions.
System Integration Management
TODO: Add comprehensive system integration guides
Common Integration Areas
- Banking Systems - Bank statement imports and reconciliation
- E-Commerce Platforms - Online store synchronization
- Payment Gateways - Payment processing integration
- Third-Party APIs - External service connections
- Reporting Tools - Business intelligence integration
Integration Best Practices
- Testing: Always test integrations in staging environment
- Monitoring: Set up alerts for integration failures
- Documentation: Maintain integration documentation
- Security: Secure API credentials and access tokens
- Performance: Monitor integration performance impact
Troubleshooting Common Issues
User Access Problems
- Cannot Login: Check user status, password, and permissions
- Missing Features: Verify role assignments and applet access
- Performance Issues: Review user’s browser and network connection
- Data Not Visible: Check record-level security and filters
System Performance Issues
- Slow Response: Monitor server resources and database performance
- Integration Failures: Check API credentials and network connectivity
- Backup Failures: Verify backup storage and schedule configuration
- Report Errors: Review report parameters and data access rights
Compliance & Governance
Regulatory Compliance
TODO: Add detailed compliance management procedures
- Data Privacy (PDPA): Personal data protection procedures
- Financial Compliance: Tax and accounting regulation adherence
- Industry Standards: Sector-specific compliance requirements
- Audit Requirements: Documentation and evidence maintenance
Internal Governance
- Change Control: Formal process for system changes
- Documentation Standards: Maintain current system documentation
- Training Programs: Keep users trained on system changes
- Performance Metrics: Monitor system and user effectiveness
Advanced Configuration
TODO: Add advanced system configuration guides
Workflow Management
- Approval Chains: Multi-level approval processes
- Business Rules: Automated business logic enforcement
- Notifications: Email and SMS alert configurations
- Escalation Procedures: Handling overdue tasks and exceptions
Customization Options
- Custom Fields: Adding business-specific data fields
- Report Building: Creating custom reports and dashboards
- User Interface: Customizing screens and layouts
- Integration Development: Building custom integrations
Performance Monitoring
Track key administrative metrics:
| Metric | Target | Monitoring Method |
|---|---|---|
| System Uptime | > 99.5% | Automated monitoring |
| User Login Issues | < 2% of attempts | Access logs analysis |
| Data Backup Success | 100% | Backup verification |
| Security Incidents | 0 per month | Security logs review |
| User Satisfaction | > 90% | Regular user surveys |
Next Steps for Administrators
- Reports & Analytics - Learn to create administrative reports
- Troubleshooting - Master problem resolution techniques
- Best Practices - Implement optimization strategies
- Developer Resources - Advanced customization options
Administrative Excellence: Successful administrators maintain a balance between security, usability, and business needs while ensuring system reliability and compliance.
Getting Administrative Help
- 📧 Technical Support: vincent@bigledger.com for system administration issues
- 📚 Admin Documentation: Detailed administrative procedures and guides
- 👥 Admin Community: Connect with other BigLedger administrators
- 🎓 Admin Training: Specialized training for system administrators