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Introduction to Administrator Guide

AffableBPM is a web-based business process management solution designed for comprehensive organization management. This guide supports Administrators in managing the AffableBPM system and its organizations.

Key Features for Administrators​

  • Organization Management: Oversee users, permissions, and organization settings.
  • User-Friendly Interface: Master the system quickly with built-in tutorials.
  • Browser Compatibility: Access AffableBPM via Microsoft Edge (preferred), Google Chrome, or Firefox.
  • Security: HIPAA-compliant with automatic session timeouts, audit trails, and secure access.
  • 24/7 Access: Manage data and configurations anytime.
  • Scalability: Deploy and scale the system to meet business needs.
  • Archiving: Configure multi-library search and indexing for stored data.
  • Notifications: Set up email alerts for system-wide events.

Terminology and Abbreviations​

The AffableBPM system organizes data into Workflows. Key terms include:

  • System Administrator: Manages the Organization in AffableBPM.
  • Manager: Oversees workflow configurations.
  • General User (Basic): A user with limited rights to manage records.
  • Organization: Contains one or more workflows.
  • Workflow: A structured repository that groups related records within an organization. Each workflow can be configured for specific business processes such as contract management, compliance tracking, or document management. Workflows contain their own fields and routing configurations. Example: A "Contract Management" workflow groups all contract-related records together.
  • Record: A collection of related data fields.
  • Documents: Files (e.g., PDFs, images, Word, Excel) stored in records.
  • Dashboard: Predefined reports in PDF or Excel format.
  • AffableBPM Corporation: The software vendor.
  • SQL Module: Data type for fields.
  • Database: Organized data for fast search and retrieval.
  • URL: A web page address.

Administrator Overview​

As an Administrator, you manage the AffableBPM system, including:

  • Setting up and managing Organizations.
  • Configuring user permissions and roles.
  • Overseeing system-wide security settings.
  • Managing audit trails and compliance features.
  • Configuring archiving and search capabilities.