User roles in the administration interface

In the browser-based administration interface, you can manage your assessments & templates, the users of the software and your workspace. 

Not every Applysia user has access to the administration interface, this depends on the user role they have been assigned (for many users the administration interface is less relevant). Your personal user role was communicated to you in the invitation email you received from “Applysia” or a representative of your organization.

If you have been assigned the user role(s) 

1. “Administrator” and/or 
   
2. “Workspace owner” 
   

you have access to the administration interface and can log in there. 

If you have only been assigned these roles (or one of them), you will only work in the administration interface. If you also have the “Observer” role, you also have access to the observer interface.

An overview and explanations of the various user roles can be found here.

The two roles “Administrator” and/or “Workspace owner” are basically the same, but differ in an additional function of the “Workspace owner”: 

1. Administrator & Workspace owner 
   
1. Create and edit assessments
   
2. Create and edit templates
   
3. Create and edit users
   
2. Workspace owner
   
1. Manage organisation

All articles for the administration interface can be found here.

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Tags in the Support Portal

So that you can see more quickly whether the selected article is relevant for you, we have marked each article at the top with “tags” that indicate for which users with which role the respective article is relevant.

Relevant for: Observers, administrators, workspace administrators (see "User roles")

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Article overview administration interface

All articles can be found in the “Administration Interface” folder in the main menu. In order to be able to quickly jump to the articles relevant to you, you will find a structured overview of all articles below, including direct links to the respective articles.  

The structure of the Support Portal is logical and is based on the structure of the software. This means that you can navigate through the articles and the software in parallel. For most topics / pages there is an overview article in which basic functions and all possible navigation options of the page are briefly explained. 

Administration Interface

1. User roles in the administration interface
   
2. First steps & settings
   
1. Administration interface login
   
2. Manage account
   
3. Manage workspaces
   
4. Configuration of Single Sign On
   
3. Administration interface: Overview
   
4. Templates
   
1. Templates: Overview
   
2. Create templates
   
3. Edit templates
   
1. General, settings & scale
   
2. Competency-Exercise Matrix
   
3. Behavior anchor
   
4. Self assessment
   
5. Target profile
   
6. Templates - Report templates
   
5. Report templates
   
1. Create report templates
   
2. Tables and charts
   
3. Placeholder
   
6. Assessments
   
1. Assessments: Overview
   
2. Create assessments
   
3. Edit assessments
   
1. Assessment
   
2. Candidates
   
3. Observers
   
4. Competence Model
   
5. Journey: Schedule
   
6. Journey: Phases
7. Journey: Messages
8. Assessments: Report templates
   
9. Documents
   
10. Features
    
11. Status
    
7. Insights
   
1. Insights: Overview
   
2. Benchmarks
   
3. Details
   
8. Users
   
1. Users: Overview
   
2. Add users
   
3. Edit users
   
9. Organisations
   
1. Organisations: Overview
   
2. Create organisation
   
3. Edit organisation
   
1. Organisations: Assessment
   
2. Organisations: Competence Model
   
3. Organisations: Report Template
   
4. Organisations: Access
   
5. Organisations: Settings

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