Administering
If you want to control the capabilities of users in the application, you must first obtain an administrator permission. Then, you enable and maintain features for your end users. You can prepare a ready-made solution for a company which employees only start working with the application or you can adjust settings to fulfill the needs of people collaborating in an already existing environment. Administrator's role is a key driver that sets up hybrid and flexible work environments.
For example, you have configured an application for a local e-shopping company Apex Global based in Finland. The company increased its presence in the USA, so apart from the basic Finish locale, you enable users to switch to their preferred locale — English. Thus, as an administrator, you are able to meet the business needs of the company.
Before you begin
- To manage the general capabilities of end users, obtain a BMC Helix Digital Workplace administrator permission; to manage catalog services and other Advanced features, obtain a BMC Helix Digital Workplace Catalog administrator permission.
- If you administer the application deployed on-premises with containers, you might need to manage tenants.
Overview of administrator's actions
The following table describes the administrative activities that you can perform:
| Action | Reference |
|---|---|
| Create user accounts, grant access, and assign administrator permissions. | Setting up user accounts and granting access to BMC Helix Digital Workplace |
| Enable users to access the application via different devices. | Omni-channel workspace |
| Customize the application UI that best suits your needs. | Configuring the user interface for BMC Helix Digital Workplace |
| Manage what your users can and cannot do, manage your user data, and rectify any inappropriate activities. | Managing end user features |
| Implement an efficient approval process for your Catalog services. | Setting up approvals |
| Enable users to interact with the application in their preferred languages. | Setting up a localized environment |
| Notify users about important updates such as worldwide events, status of a service, and so on. | Managing broadcasts and notifications for end users |
| View the number of users who log in to the application, view their activities, and collect and analyze the usage data. | Tracking activity |
| Configure the search results based on the source and conversational language. | Configuring search results |
| Categorize HR and IT services for better findability and ease of use. | Creating separate top-level categories for HR and IT requests |
| Update the valid attachment size and type. | Updating the attachment settings for service requests |
| Ensure privacy of your user's data and resolve any user query regarding General Data Protection Regulation (GDPR). | Data privacy, the GDPR, and the Digital Workplace technology |
The following table describes the administrative activities that you can perform with a 
BMC Helix Digital Workplace Advanced license:
| Action | Reference |
|---|---|
| Create user accounts, assign roles to users, and provide user access to subcatalogs. | Setting up user accounts and granting access to BMC Helix Digital Workplace Catalog |
| Provide rich profiles and categories for Catalog items, bundles, and promotional banners to users. | Enabling and configuring the enhanced catalog |
| Decide the features that your users can leverage and the actions that they can perform on their service requests. | Setting up enhanced end user features |
| Enable users to search for the enhanced Catalog items by entering multiple words. | Configuring search for enhanced catalog items in BMC Helix Digital Workplace |
| Get insights into the frequently requested services, service costs, trending services, and so on. | Reports and analysis of the enhanced service catalog |
| Enable users to stay up-to-date about their request status, any local or worldwide service issue, and so on. | Status updates and notifications from BMC Digital Workplace |
| Understand how you can provide your services to multiple customers and manage them efficiently. | Managing customers |
| Enable a credit-based pricing system for your customers and also set up a credit balance for each customer. | Setting up and managing a credit-based payment system |
| Ensure privacy of your user's data and resolve any user query regarding General Data Protection Regulation (GDPR). | Data privacy, the GDPR, and the Digital Workplace technology |
The following table describes administrative activities that you can perform with a BMC Helix Digital Workplace Advanced license for an on-premises installation of BMC Helix Digital Workplace
| Action | Reference |
|---|---|
| Create user accounts, assign roles to users, and provide user access to subcatalogs. | Setting up user accounts and granting access to BMC Helix Digital Workplace Catalog |
| Restrict user access to a company's configurations. | Configuring subtenants |
Understand the connection details of the application. | |
Change the initial installation settings and configure the server again. | |
| Provide rich profiles and categories for Catalog items, bundles, and promotional banners to users. | Enabling and configuring the enhanced catalog |
| Decide the features that your users can leverage and the actions that they can perform on their service requests. | Setting up enhanced end user features |
| Enable users to search for the enhanced Catalog items by entering multiple words. | Configuring search for enhanced catalog items in BMC Helix Digital Workplace |
| Get insights into the frequently requested services, service costs, trending services, and so on. | Reports and analysis of the enhanced service catalog |
| Enable users to stay up-to-date about their request status, any local or worldwide service issue, and so on. | Status updates and notifications from BMC Digital Workplace |
| Understand how you can provide your services to multiple customers and manage them efficiently. | Managing customers |
| Enable a credit-based pricing system for your customers and also set up a credit balance for each customer. | Setting up and managing a credit-based payment system |
| Ensure privacy of your user's data and resolve any user query regarding General Data Protection Regulation (GDPR). | Data privacy, the GDPR, and the Digital Workplace technology |
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