This FAQ is designed to assist Platform Administrators in managing and maintaining the Edge by Citrus SaaS webapp. It covers account setup, user and data management, security, customization, monitoring, support, maintenance, training, and feedback.
Platform Administrator accounts are provisioned by Citrus Labs. You will receive an official email with account credentials and setup instructions. Follow the link provided to complete your account activation.
Once activated, log in using your assigned credentials. Navigate to the Admin Dashboard to update your profile, set security preferences, and manage account settings.
In the Admin Dashboard, select "User Management" and click "Add User." Enter the required details and assign the appropriate role. Confirmation emails will be sent to the new users.
Locate the user in the "User Management" section and select "Edit." Update the necessary information and save your changes.
Use the "User Management" module to select a user account. Choose "Remove User" to deactivate an account or "Edit" to change roles and permissions based on organizational requirements.
Navigate to the "Data Management" section and select "Import Data." Follow the on-screen instructions to upload CSV or Excel files. Ensure that your data complies with our formatting guidelines.
In "Data Management," click on "Export Data" and choose the desired format (CSV, Excel, etc.). This allows you to download reports or datasets for further analysis.
The platform includes data filtering, sorting, and visualization tools to help you organize and manage your data efficiently.
Implement strong password policies, enable multi-factor authentication, and regularly review access logs. Use role-based permissions to limit access only to necessary data.
Through the Admin Dashboard, assign specific roles and permissions to each user. Regularly audit these settings to ensure compliance with the Data Protection Act, No. 24 of 2019.
Regularly update your security protocols and review our compliance guidelines available in the Admin Documentation. Monitor any regulatory updates that may affect data handling practices.
Access the "Platform Customization" section in the Admin Dashboard. Here, you can modify settings, themes, and feature toggles to align the webapp with your organizational branding and workflow needs.
Customization options are designed to maintain system stability and security. Any changes are subject to predefined guidelines to ensure a consistent user experience.
Use the "Monitoring" tool in the Admin Dashboard to view real-time activity logs, user actions, and system alerts. This tool provides an overview of system performance and user engagement.
In the "Reports" section, select from a range of predefined reports or customize your own. Export reports for deeper analysis and review trends to optimize platform performance.
Refer to the troubleshooting guides within the Admin Documentation for step-by-step instructions on resolving frequent issues. Restarting services or clearing cache often resolves minor problems.
Access the Help Center from the Admin Dashboard, which includes video tutorials, FAQs, and detailed guides.
You can reach our support team via:
Notifications about updates are sent to administrators. Follow the instructions in the Admin Dashboard to apply updates. Scheduled maintenance times are communicated in advance.
Regularly review system logs, update security settings, verify data backups, and monitor performance metrics to ensure system reliability.
Training resources, including user guides and video tutorials, are available in the "Training & Resources" section of the Admin Dashboard.
Yes, we periodically host webinars and live training sessions. Check the calendar in the Admin Dashboard or subscribe to our newsletter for updates.
Use the "Feedback" form within the Admin Dashboard to submit your suggestions and comments. Your input is valuable for continuous improvement.
Report issues through the "Feedback" section or directly contact our support team. Provide detailed information to help us address and resolve the problem promptly.
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