Admin - Setup and Config

Custom Forms
Introduction Custom Forms are a flexible way to extend the type of information stored in ManagementStudio's Modules.  For example, a new cust...
Mon, 19 Jul, 2021 at 4:30 PM
User Accounts
TABLE OF CONTENTS Introduction User Accounts Main Screen Overview Creating a User Account Existing Accounts from other projects Users Grid - Righ...
Mon, 28 Jun, 2021 at 2:19 PM
Role Groups
TABLE OF CONTENTS Introduction Default Role Groups Role Group Permissions Explained Create a Role Group Add a User to a Role Group Remove a User from...
Wed, 7 Jul, 2021 at 3:34 PM
User Accounts - Blueprint Limits
TABLE OF CONTENTS Introduction Main Screen Overview Creating a Blueprint Rule Step 1 | Create Blueprint Rule Step 2 | Add a Specific User(s) to a Blue...
Thu, 15 Jul, 2021 at 5:18 PM
Main Tabs
TABLE OF CONTENTS Main Tabs Editing Main Tabs Enabling the Hidden Tab Custom Tabs Further Support Main Tabs Each module within ManagementStudio p...
Tue, 6 Jul, 2021 at 6:12 PM
Process Workflow
TABLE OF CONTENTS Application Processes How Application Processes Help Using the Default Processes Customising Processes About the Interface Custom...
Mon, 5 Jul, 2021 at 5:46 PM
Blueprints - Overview
Introduction ManagementStudio offers blueprints to help a project admin organize and structure a group of related items. They are similar to folders in Win...
Wed, 14 Jul, 2021 at 4:59 PM
Blueprints - Stacks
Blueprint Stacks Overview Blueprint Stacks enable the auto-creation of links between two items if both items are in the same blueprint. For example, t...
Wed, 14 Jul, 2021 at 4:44 PM
Blueprint - Mirroring
Overview Where an item such as a user is linked to another item, such as an application, it may be useful to "mirror" the Blueprints between...
Mon, 26 Jul, 2021 at 5:23 PM
Surveys
Introduction ManagementStudio Surveys are used to gather information for Projects. The information gathered is stored in the custom forms and fields def...
Fri, 2 Jul, 2021 at 6:05 PM