Chapter 2. OfficeClip Setup

Table of Contents

2.1. Overview
2.2. Site Management
2.2.1. Manage Site Information
2.2.1.1. Manage Site Parameters
2.2.1.2. Manage Site Presentation
2.2.2. Manage Site Privileges and Applications
2.2.2.1. Manage Site Administrators and Users
2.2.2.2. Manage Site Applications
2.2.3. Manage Site License
2.2.3.1. License Information and Renewal
2.3. Organization Management
2.3.1. Icons
2.3.2. Manage Organization Roles and Privileges
2.3.2.1. Manage Organization Roles
2.3.2.2. Manage Organization Applications and Access
2.3.3. Manage Organization Users
2.3.3.1. Modify User Information
2.3.3.2. Reset User Password
2.3.3.3. Add or Remove User from Organization
2.3.4. Manage Organization Information
2.3.4.1. Create New Organization
2.3.4.2. Remove Organization
2.3.4.3. Rename Organization
2.3.4.4. Change Organization Timezone
2.3.4.5. Manage Organization Division
2.4. Personal Profile
2.4.1. Manage OfficeClip Password
2.4.2. Manage Personal Preferences
2.4.3. Manage Personal Detail
2.4.3.1. Configuring the Pay Period in the Personal Detail Section

2.1. Overview

The OfficeClip Setup application provides the capabilities for setting up various components to manage OfficeClip suite. It includes site management, organization management, and personal profile. It can be accessed by clicking on the Setup toolbar icon from within any OfficeClip screen. Different parts of the setup menus are shown to each user, depending on the privileges of the user.

There are two types of administrators in OfficeClip:

  • Site Administrators - A site is like an umbrella over all organizations. Users with this privilege will have access to the Site Management functions of the OfficeClip Setup. They will be able to setup site privileges, site applications, templates, letterheads etc. They will also be able to manage OfficeClip licenses.

  • Organization Administrators - A single installation of OfficeClip can support multiple organizations. Each organization can be independent of any other organization in the sense that they will not have any shared data and other resources. Users with this privilege will have access to the Organization Management functions of the OfficeClip Setup.

[Note] Note

A site administrator, by default, does not have access to the organization administration under the Organization Management section of the Setup. Similarly, an organization administrator, by default does not have access to the site administration functions that are available under the Site Management section of the Setup.

Setup in OfficeClip consists of three main sections:

  • Site Management - Allows setting and changing site-wide privileges and information.

  • Organization Management - Allows setting and changing information for the current organization such as role privileges, users, and application access.

  • Personal Profile - Allows changing of personal preferences such as password, personal details, and menu preferences.