Using the administration panel

The administration panel can be accessed by:

• [EVX Software 3.0 and above] Clicking on your name, in the upper right corner of the screen, and then on the Settings link.
• [EVX Software 2.0 to 3.0] Clicking on your name, in the upper right corner of the screen, and then on the Administration link.
  • This link is only visible if you are logged in as a user with administrator privileges.
• [Older versions] Clicking on the Administration link in the upper right corner.
  • This link is only visible if you are logged in as a user with administrator privileges.

EVX Software 3.0 - Settings panel:

EVX Software 2.1 - Administration panel:

Older version - Administration panel:

From the administration panel you may have access to the following settings:

Each EVX Software installation has something we call an owner company (which may be an organization or simply a group of people as well). The owner company has the same structure as any other company in your contacts. What makes the owner company different from all other companies is the fact that every user who belongs to that company is a potential administrator of your EVX Software installation. Users that belong to any other company can never become administrators.

The opposite of an owner company is a client company (see below).

The owner company is created at the end of the installation process (see EVX Software installer), so every EVX Software installation has its owner company. You can update the owner company info at any time, but you can not delete the owner company. ¹⁾

Since the owner company owns the EVX Software installation there is no reason to lock certain functions or workspaces from this company. As a consequence, there is no screen for setting permissions for the owner company.

Client companies (or clients) is just another word for all companies that are not the owner company (see above).

From the administration panel, you can add, edit, and delete clients, you can add users to them, and manage their permissions. To understand the settings for a company, please read Working with companies.

From here, administrators can create, update, and delete user profiles. The options here are the same as in your own user profile, we therefore refer to the page about managing your account.

As an exception to the rule, you can't delete your own user account; this safety feature prevents you from locking yourself out from your EVX Software installation. You are also not allowed to delete the account of the very first user, who is typically the main administrator.

Groups in EVX Software are roles: sets of permissions that can be given to any user. Groups make it easier to manage permissions, especially if you have many users. To learn more about the permissions you can manage here, please see Understanding user rights

In the administration panel, you can create, edit, and delete groups. However, there is a special group, called “administrators” by default, which can't be deleted.

From the administration panel, you can add, edit, and delete workspaces. You will notice that EVX Software has automatically created a personal workspace for every user in the system (called <username>_personal, i.e.: msauter_personal).

For details about editing workspaces see the workspace properties page. For general information regarding workspaces see Working with workspaces.

PLEASE NOTE: There are some restrictions to personal workspaces here:

• You can only assign your personal workspace (but no other user's personal workspace) as a parent workspace.
• You can assign a parent workspace to your personal workspace as well as to all other personal workspaces of administrators (but not to personal workspaces of standard users).²⁾

From here you can edit and delete existing templates. To create a new template use Add template on the main screen of the administration panel.

More information about Templates.

PLEASE NOTE: There is a bug in EVX Software 1.0 that creates ordinary tasks instead of task templates. The only way to create task templates in this version is to use the Save as template command in the task detail view.

PLEASE NOTE: There is a bug in EVX Software 1.0 that converts task templates to ordinary tasks when you edit them. The only way to edit a task template in this version is to create a new task from a template in the task module, modify this task, and save it as a task template again.

This section of the administration panel lets you manage billing categories. A billing category consists of an hourly rate for a certain function or job, which then can be assigned to one ore more users. The individual user on the other hand can only have one hourly rate at a time.

Custom properties are additional data fields that allow you to store information that is specific to your needs. In this section of the administration panel, you can define your own custom fields. For more details please see the page on Custom properties.

The configuration section consists of the following subsections:

The general settings apply to all users.

• Enable upgrade check: Check on a daily basis whether there is a new EVX Software version available. (If there is a new version, you can download it from the administration panel in the update section - see below.)
• File storage: Let you choose between storing your documents in the file system or in the database.
• Theme: Let's you switch themes (if installed).

In this section, you can select the default timezone for the system and also define which time zones are using daylight saving time.

To check this, go to go to Settings → General Configuration → Timezones

1. Check the system´s default timezone configuration. It should show the timezone of the company´s location.
2. On the same screen, look for your location and verify the corresponding timezone is selected (Daylight Saving Time or not, accordingly)

The mailing settings let you control how EVX Software sends notification emails. These settings are global as well. (Don't mix up these mailing settings with the settings for individual e-mail accounts.)

Options in the mailing settings:

• Microsoft Exchange compatibility mode: If you're using a Microsoft Exchange Server, this should help to prevent some problems.
• Mail transport: Let you choose the method by how mail is being sent - by the mailing functions of PHP (requires no further configuration) or by an SMTP server (to be specified below).

Here You will find more information on how to configure mailing settings.

In this subsection, you can enable or disable each EVX Software module.

PLEASE NOTE: Disabling a module only hides it from the graphical interface. It doesn't remove permissions from users to create or edit content objects.

PLEASE NOTE: Disabling a module will hide any corresponding dashboard widget automatically.

In this subsection - introduced in EVX Software 1.4 - you can define the requirements for valid passwords chosen by the users and control some other security-related features.

• Minimum password length: Minimum number of characters required for the password.
• Password numbers: Amount of numerical characters required for the password.
• Password uppercase characters: Amount of uppercase characters required for the password.
• Password metacharacters: Amount of metacharacters required for the password (e.g.: ., $, *).
• Password expiration (days): Number of days in which a new password is valid (0 to disable this option).
• Password expiration notification (days before): Number of days to notify user before password expiration (0 to disable this option).
• Block account on password expiration: Block user account when password expires (requires admin to enable user account again) - Yes/No.
• Validate new password character difference against history: Validate that a new password differs in at least 3 characters against the last 10 passwords used by the user - Yes/No.
• Validate password history: Validate that a new password doesn't match any of the last 10 passwords used by the user - Yes/No.

Has been added in EVX Software 1.5 and needs a description.

Use this simple tool to send test e-mails to check if the EVX Software mailer is well configured.

A simple tool that lets you send plain text messages to several users at once.

If there is a new release of EVX Software available you can upgrade your installation either by automatic or by manual upgrade. For more information please see the page on installing and upgrading EVX Software.

Cron events let you execute tasks in EVX Software periodically, without having to log in to the system. To enable cron events you need to configure a cron job to periodically execute the “cron.php” file, located at the root of EVX Software. The periodicity at which you run the cron job will determine the granularity at which you can run the cron events that are available in this section of the administration panel. For example, if you configure a cron job to run every five minutes, and you configure the cron event to check for upgrades every minute, it will only be able to check for upgrades every five minutes. To learn more about cron jobs please see the page How to set up EVX Software.

The tabs section lets you activate modules (tabs), and select the order for the tabs.

Here you can find detailed information on how to activate modules

PLEASE NOTE: The backup feature has been outsourced as a plugin as of EVX Software 1.5.

The backup menu lets you create a backup copy of your whole EVX Software installation, including the database and the documents in the file system, and download it as a ZIP archive to your local hard drive.

The process of backing up EVX Software consists of three steps:

1. Create the backup file
2. Download the backup file
3. Delete the backup file from the server

PLEASE NOTE: Depending on the amount of data that is stored in your EVX Software installation creating a backup file my take some time.

For details, simply follow the instructions on the screen: