Kom igang med BusinesMate (work in progress)

Dette er en guide, der skal vise dig hvordan du kommer godt igang med at bruge BusinessMate. 

Første login

Når du har tilmeldt dig BusinessMate, får du tilsendt en mail med følgende oplysninger. 

– ClientID

– Username

– Password

– Link til BusinessMate login side

Disse oplysninger skal du bruge til dit første login.

Du er nu oprettet i BusinessMate. 

Den bruger der tilmelder sig, og logger ind først, bliver oprettet som tenant owner samt bliver det første medlem af grupperne “Organization Administrators” og “Table Administrators”. Du kan herefter videre give nogle af ansvarsområderne, som det passer din virksomhed.

Se billede guide her

Konfigurer dit BusinessMate

Du er nu oprettet i BusinessMate og har adgang til din tenant, og skal igang med at opbygge din virksomhed. Mange af de basale konfigurationer er allerede blevet sat op for dig, for at give dig et hurtigt overblik. 

Du skal nu bygge dine setting “se settings guide her”

 

Her ses et screenshot af et “tomt” BusinessMate. Sådan ser det ud første gang du logger ind, og skal igang med at bygge. 

 

Byg din første tabel

Når du har klikket på “New Table” skal du give din nye Table et navn og en beskrivelse. Jeg kalder min for “To do”, denne table er tiltænkt igangværende og kommende opgaver. 

Vi skal nu igang med at bygge Table,

Setup your BusinessMate tenant [work in progress]

Onboard

Overview

When you get onboarded to BusinessMate the most basic configurations have already been set up for you. You just need to add a few settings, and relevant data to setup BusinessMate for your business

– The user who signs up for the tenant will be the first member of “Organization Administrators” and the first member of “Table Administrators” which are the two most powerful permissions out of the box. 

Organization administrators control data in the tables Users and Groups. The Table Administrators can control new tables and take ownership of tables he/she has created.

the quick guide to get BusinessMate live in your organization is

1. Setup admins

2. Setup process owners

3. Onboard users

Share the access with users when your process owners have processes available.

As part of the onboarding or in a later stage you might want to use a Business Templates when start building your processes, then you should pick the Business Templates you would need  – you can find an overview of templates here.

The Onboarding can also include communication with users via email (your present email system or via the BusinessMate system). communication using SMS/text messages. you can find guides based on your needs here. You find the guides on the class reference page  (under guides), where you as well find instructions on how to use them.

Setup organisation

You should decide if the system admin (handling users and groups should be done locally or should be done partly using integration with another IAM platform initially that would be Azure AD link to guide.

If you would need another source for user authentication, then contact us to make it available.

1. Define the system administrators and make them members of the Organisation Administrator

as a system admin, you can administrate groups and users, 

Create users

Remove user

Create groups

Remove groups, 

Make users members of groups

2. Define process owners, those who should be able to build processes/tables/workflows and make them members of Table Administrators.

insert Process owners into the group Table Administrators

A few words on the BusinessMate security systems since it is unique  

On a list (a business process) there are defined roles holding permissions.

The owner of the list can assign roles to groups.

Supporting this, the tenant admin should implement relevant groups and users from the organization user admin system (such as Azure AD), If the organization don’t have such a system then groups and users can be created in the BussinesssMate platform.

Table administrators
Table administrators

Onboard Users

Local User administration:

– insert or import users [LINK to how to import]

– Assign Tabel Administrators

– Assign additional Organisation Administrators (If needed)

Groups

-Define the groups you would like to manage your business, normally for each business area you would use the following groups

– Managers (controlling the business, with the option to archive and delete)

– Fullfilers(running the activities in the business, create, read, update records)

– Requesters (“customer of the process, create and read, maybe update own records, or records for hers area/organization)

Integration with Azure AD

If you want to use your Azure AD as a single sign on as well as getting the users in BusinessMate from there, then you can use this guide