Admin Manual
Contents
1. the Contact to an existing Contact List Adding Login Accounts Administrators can add delete and change login accounts and can also log in as another account holder for diagnostic and corrective action To add a new login account 1 2 3 4 5 Click Administration in the main menu Click the New Login Account button Enter a new Login a New Password and repeat the password in Repeat Password Select an Access Level for the new account Select a Contact to associate with the new login account If there are no available Contacts in the Contact Name selection field add a new Contact as described above Click the Save button to save the new account 4 m ZIM Brief Administrator Manual Common Administrator Scenarios Change Account Settings The Account Settings page allows the administrator to change the administrator password Newly entered passwords will not be saved unless you click the Update Password button The Account Settings page also displays any Contact Lists to which the administrator is a member ZIM Brief Administrator Manual m 5 Introduction 6 m ZIM Brief Administrator Manual2. Account menu area lists the full name associated with your account followed by the login account name in parentheses Account Settings The Account Settings menu item displays the Account Settings page which allows you to change your password change the email address associated with your login account change the full name associated with the account and to see a list of all Contact Lists to which you are a member Logout The Logout menu item ends your session and logs you out Terminology The Terminology menu area displays a link to a glossary of special terms used in the ZIM user interface ZIM Brief Administrator Manual m 3 Introduction Common Administrator Scenarios This section describes key areas of Administrator level activity Add Contacts As an administrator you will be adding new system login accounts Login accounts are associated with Contacts If no Contact exists for a new login account you will need to create a new Contact To add a new Contact 1 2 3 Click Contacts in the main menu Click the Add New Contact button Enter a name in the Name field an email address in the Email field and a rate in the Hourly Rate field Hourly rate is not required NOTE If additional company specific fields have been added to the Create New Contact 4 5 page you may be required to enter more information Click the Save button to save the new Contact Click the Add to Contact List button to add
3. ZYLIN INC Zylin Incident Manager Brief Administrator Manual ZYLIN Incident Management v1 0 June 2012 How to Contact Zylin Inc Zylin Inc EMAIL zim zylin com PO Box 97 PHONE 1 866 980 3434 Malvern PA 19355 USA URL http www zylin com Font Conventions This manual uses the following highlighting conventions Bold Arial indicates buttons and graphical user interface controls such as the names of menus and fields the text found within the fields or drop down box entries and selections Example Apply Italics indicate book titles and emphasized words Example Book Title Courier New font indicates code samples commands file names directory paths command prompts and program output Example config Blue Courier New font indicates complete Internet addresses URLs Example http www zylin com Copyright 2012 Zylin Inc 411 W Miner Street West Chester PA 19382 All rights reserved This product and documentation are protected by copyright and subject to licenses restricting its use copying distribution and decompilation No part of this product and documentation may be reproduced in any form by any means without prior written authorization of Zylin Inc ii m ZIM Brief Administrator Manual Contents Introduction 1 User Interface 2 Main Menu 2 Organization 2 Administration 2 Login Account 3 Terminology 3 Common Administrator Scenarios 4 Add Contacts 4 Adding Login Accounts 4 Ch
4. ange Account Settings 5 ZIM Brief Administrator Manual m iii Contents iv m ZIM Brief Administrator Manual Welcome to Zylin Incident Manager ZIM ZIM is an effective tool for registering managing and tracking incidents and for creating incident case cross tabular crosstab reports ZIM supports three levels of access User Manager and Administrator User level access allows you to register incidents assign responsibility monitor incident cases and create incident case reports and crosstab reports User level access is described in a separate manual titled Brief User Manual Manager level access allows you to add contacts create contact lists and to define company specific processes Manager level access allows you to create individualized cost types define custom information fields and selection sets Manager level access allows you to verify Contact email addresses and to send email to Contacts and Contact Lists from within the application Manager level access also includes all the features of User level access Manager level access is described in a separate manual titled Brief Manager Manual Administrator level access allows the administrator to add new login accounts to modify and delete accounts and to change login access levels This manual describes the specific features of Administrator level access ZIM Brief Administrator Manual m 1 Introduction This section describes the key features o
5. f the graphic user interface starting with the main menu Administrator level access includes Organization Administration Login Account and Terminology Administrator level unlike Manager level access does not allow the administrator to create new cases NOTE It is important to remember that ZIM does not support the browser Back button Please use ZIM s internal navigation controls only The Organization menu area allows you to add Contacts to create Contact Lists and to add Contacts to Contact Lists These functions are only available with Manager level and Administrator level access Contacts The Contacts menu item displays the Contacts page which allows you to view all Contacts to search for specific Contact Lists or for specific Contacts by name to add new Contacts to the system and to remove or deactivate existing Contacts Contact Lists The Contact Lists menu item displays the Contact Lists page which allows you to add and remove Contacts from existing Contact Lists to remove Contact Lists and to create new Contact Lists Administratior The Administration menu item displays the system Users page The Users page lists all user accounts and indicates the maximum number of users The Users page allows the administrator to add delete and change login user accounts and to log in as any of the users or managers in order to view reproduce and correct system problems User Interface Login Account The Login
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