This article in our Reference List series briefly describes the purpose of each of the site administrator’s homepage tools. 

Roles

The core function of the roles module is to manage which system and data permissions are assigned to users. Additional functions include being able to assign system messages, page layouts, group admins and dashboards to specific roles.

Groups

The core function of the groups module is to create groups, assign parent and subgroups and manage which users are members (athletes) of groups and which users have access to groups (coaches). Additional functions are the ability to manage performance alerts, smart flows, smart saves, system messages, page layouts and group admins for groups.

People

The people module is used to create user accounts and update user account information. User accounts are assigned roles and groups. Additional functions include changing languages, assigning performance alerts, smart flows, smart saves, system messages and enabling user accounts to be group admins.

Daily reminders

The daily reminders module is used to create daily reminders in the form of internal Smartabase message, email and/or text message which are sent to users on specific days at specific times, to remind them to complete specific event forms.

Data conflict management

The data conflict management tool helps you track data entry activities better, reduce the risk of data loss and improve collaboration across your teams. If a record of an event form is edited and saved by more than one person simultaneously, you can use this tool to see the details of this data conflict.

Performance alert management

Use the performance alert management options to view, edit and remove all performance alerts that have been created by members of your organisation.

Categories

The categories module is used to create and manage categories for the grouping and storage of files uploaded to the my resources module and event forms as attachments. Categories require roles to be correctly set to assign access for users to documents stored in specific categories.

Admin locks

The admin locks module can be used to create restrictions on which roles a group administrator (someone who only has administrator access to a group, rather than the whole site) can modify.

Video repositories

The video repositories module is used to manage the external video content for a Smartabase site using Amazon S3 bucket storage for the video files. Video repositories require roles and categories to be correctly set for a user to access videos they are allowed to in the main application. Access to this module is currently restricted to Fusion Sport staff.

Groups audit

The groups audit module can be used to generate a CSV file of all groups which lists which user accounts are members (athletes) and which have professional (coach) access to those groups.

Licence audit

The licence audit module can be used to generate a CSV file of all user accounts and identify athlete, professional, group admin, site admin and builder user accounts. Additional information includes some personal details of the user accounts, including UUID, users’ active/inactive status, groups and roles of all users on the site and date of last login.

Favourite events

The favourite events module is used to assign multiple favourite event forms at once to a specific role so that all users currently with that role will update with the specified events. People can also update their own favourite events or an administrator can add favourite events for a person via the people tool.

Check roles

The check roles module can be used to verify that all roles are correctly set up in regard to event form, database and category permissions, specifically checking for forms which are linked or built to share information and where databases are used in forms.

Archive people

The archive people module is used to remove users from their current groups and place them into another group for archival purposes.

System messages

The system messages module is used to generate and apply messages that appear on a user’s homepage. System messages can be assigned to groups, roles and individual people.

Default roles

The default roles module can be used to determine which roles, groups and group access should apply if a person registers for the Smartabase application. This requires the application be set up to accept public registration.

Page layouts

The page layouts tool is used to create customised homepage layouts of modules, tabs and links for specific groups or roles. Page layouts can also be branded with specific logos, header images and CSS so that specific roles or groups can see entirely different versions of the site’s branding. This is useful for multi-sport clients like institutes of sport or universities or teams that have second tier, feeder or academy teams.

SMS usage

You can use the SMS usage module to view and audit SMS usage information for your organisation.

Terms documents

The terms documents tool is used to upload and store terms of service for people to give consent to how their data is used and handled in Smartabase.

Restriction policies

The restriction policies tool allows for additional granularity when choosing the access people have to edit components in Smartabase forms. In contrast to standard roles (which permit access to entire forms), this tool can be used to enable certain people to edit individual fields or sections within a form.

Password policy management

The password policy management tool is used to set up password policies which can be assigned to Smartabase roles, as a way of ensuring passwords for people in that role meet specific requirements. Only people with the manage password policies system permission can access this tool.

Smart flows

The smart flow module is used to create and manage s mart flows, which automatically save targeted event forms when triggering event forms are saved. A smart flow can be based on whether or not the trigger form has information that meets specific criteria. Only people with the administrate smartflows system permission can access this tool.

Smart saves

The smart save module is used to create and manage smart saves, which automatically save event forms at specific dates and times. Smart saves can be set to run weekly, monthly annually or on specific days. Only people with the administrate smartsaves system permission can access this tool.

Security whitelists

The security whitelists tool is designed to specify one or more IP addresses that are trusted within the organisation. This would most commonly be limited to networks used on site – for example, in an organisation’s office space or other venue. Only people with the manage security whitelists system permission can access this tool.

Manage object ownership

The manage object ownership tool can be used to change who owns a Smartabase object (such as an event form, database form, profile form, related entity form or dashboard). Being the owner of an object allows you to delete it from the builder interface. Only people with the manage object ownership system permission can access this tool.

Spotfire

The spotfire module is an integration with TIBCO Spotfire BI Analytics software. This module is used to link Spotfire Analysis files into Smartabase. It is a requirement that roles and categories be correctly set for a user to access the required Spotfire Analyses in the main application. Access to this module is currently restricted to Fusion Sport staff.

Custom dashboards

Custom dashboards is a module that allows creation of customisable reports using D3. Access to this module is currently restricted to Fusion Sport staff.

Was this page helpful?