The Admin Panel is the central management interface for the administration of accounts, licenses, user rights, jobs (imports and exports), queries and forms. This article covers all features and settings available within the Admin Panel.

The first step is to access the admin panel:

By clicking the account icon (1), a menu opens with a variety of options needs, including the admin panel (2).

The Admin Panel provides access to all account-related management features. It is divided into several subsections that allow to manage account information, users, licenses, rights groups, jobs (imports and exports) and custom queries. The following chapters describe each of these subsections in detail:

1. Account information: Being divided into Personal information and Active apps, this tab displays core account details such as account name, language and type. On the other hand, it provides support contact information and allows to view user allocation within all Web and Desktop Apps.

2. Users: The Users section allows to create new users and to manage user rights and information.

3. Licenses: The Licenses section provides an overview of all software licenses and information associated with it such as expiry date and used licenses.

4. Rights groups: The Rights Groups section allows to create and manage permission bundles that can be assigned to users.

5. Connect: The Connect displays all kinds of information regarding jobs (imports and exports), including a job overview, job log and job configuration. Also, jobs can be scheduled here (see Manage imports and exports).

6. Query generator: The Query Generator section allows to create and manage custom database queries. Queries can be performed via the query generator, which is implemented into some Web Apps (see Query generator).

7. Forms: The Forms section allows to create and manage custom forms that can be assigned to specific modules and users.

Related topics:

• Manage imports and exports
• Query generator

1 Manage account Information

Being divided into Personal information and Active apps, this tab displays core account details such as account name, language and type. On the other hand, it provides support contact information and allows to view user allocation within all Web and Desktop Apps.

The Account Information page is the default landing page when opening an account. It contains two tabs to manage different types of information, including:

1. Personal information: This tab allows to view personal account information.

2. Active apps: This tab provides an overview of all apps and its assigned users.

1.1 Personal information

The Personal information tab is where all personal account information can be viewed such as account name, language and type. On the other hand, it provides support contact information, information about the account manager and company contact details.

The Personal information tab, in turn, is divided into four sections, including:

1. Account information: This section displays account information such as account name, language and account type and since when the account is active.

2. Account manager: This section is where contact information about the account manager such as name or email adress is displayed.

3. More details: The More details section lists contact details about the consultant responsible for the given customer such as name, email adress and phone number.

4. Address: Here, all the contact details of CreateCtrl are displayed such as street and postal code.

1.2 Active apps

This tab provides an overview of all apps and its assigned users.

Each app has its own card, e. g. Assets (1), that displays the App name, platform type (web or desktop), license assignment type (concurrent or named user), and user allocation (e.g. 35/45 assigned).

2 Manage users

The Users section displays a table of all users assigned to the account and provides a variety of options to manage them. This includes creating new users, editing existing user profiles, assigning licenses and permissions as well as copying rights between users and deleting users.

Both creating a new user and editing an existing one use the same dialog, which allows to mange user data, licenses and rights:

A search bar (1) allows to find a user by entering username or email. 

Each user row has a three-dot context menu (2) with the Edit user option (3).

The New user button (4) allows to create a new user.

The Edit User dialog contains five tabs, including:

1. User data: This tab allows to edit user data such as role, username and email.

2. Licenses: This is where software licenses can be assigned to the user.

3. Rights groups: Here, rights group can be assigned to the user using right groups (collection of rights).

4. Rights: This is where individual rights are set.

5. Extra rights: Here, any additional permissions are managed.

2.1 Manage user data

The User data tab contains the basic profile information for a user. 

Role (1), username (2), name (3) and email (4) represent mandatory fields, while a phone number can be added optionally.

2.2 Manage licenses

The Licenses tab allows to determine which app licenses are assigned to a user. 

By ticking the checkboxes (1), app licenses can be assigned to a user.

In addition, the current user allocation (2) is also shown alongside the total number of available licenses. 

2.3 Assign rights groups

Rights groups represent bundles of permissions that can be assigned to users.

By using the checkboxes (1), right groups can be assigned to a user.

See how right groups are created and managed:

• Right groups

2.4 Assign rights

The Rights tab provides more granular control over individual rights.

Like right groups, individual rights are activated and deactivated for a user by using the checkboxes (1).

2.5 Assign extra rights

The Extra rights tab allows to manage permissions for specifc areas such as queries, product configurations and forms. 

Extra rights are activated and deactivated for a user by using the checkboxes. A "Select all" checkbox (1) is also available in the table header to select all users at once.

Under description (2), the right type is sindicated, e. g. queries.

Also, write access (3) can be granted to those areas by enabling the checkboxes.

2.6 Delete users

When user accounts are no longer needed, they can be deleted with ease.

To delete a user, the context menu (1) needs to be opened first via the three dots. In the next step, the user can be deleted by clicking Delete user (2).

A confirmation prompt will then appear to prevent accidental deletions. Once confirmed, the user and their associated permissions will be removed.

3 Manage licenses

The Licenses section provides an overview of all software licenses available.

At the top, two counters show Expired licenses (1) and Active licenses (2), with current counts in relation to total counts. 

A search bar (3) allows to find specifc licenses, and a checkbox (4) allows to display expired licenses.

The license table displays all information regarding the licenses, e. g. product type (5), used licenses (6) and price data (7).

License certifcates can also be displayed by clicking Display certificate (8).

4 Manage rights groups

The Rights Groups section allows to create permission bundles and assign them to users.

Both creating a new rights group and editing an existing one apply the same dialog, which allows to rights group properties and assign modules and users:

A search bar (1) allows to find a rights group by entering its name.

Each user row has a three-dot context menu (2) with the Edit user option (3).

The New user button (4) allows to create a new user.

First of all, the rights group can be given a name (1). If desired, a comment (2) can be added to provide any form of extra information.

By ticking the checkboxes (3), individual rights can be included to the rights group.

By clicking Save (4), the rights group can be created.

See how right groups are assigned to users:

• Assign right groups

5 Manage jobs

The Connect section within the Accounts sidebar is dedicated to managing jobs, including its automations. It provides tools to create, configure and schedule jobs and review logs.

The Connect section within the Accounts sidebar manages integration jobs and automations. It is organized into four sub-tabs:

• 1. Jobs Overview: The job overview displays all kinds of information about jobs (imports and exports).
• 2. Logs: The Logs section provides detailed execution logs for all jobs.
• 3. Configuration: This section serves to create jobs and configure all core data in detail.
• 4. Scheduler: This section allows to manage the scheduling of jobs, including import/export locations.

See how imports and exports are applied in the corresponding Web Apps:

• Manage imports and exports

5.1 Job overview

The job overview displays all kinds of information about jobs, including imports and exports.

A search bar (1) and a drop-down filter (2) are available at the top to narrow down the displayed jobs. While job names can be entered into the search bar, the application area can be specifed via the filter.

The job overview displays all configured jobs as individual cards. Each job card shows information about the job such as job name (3), last execution date (4), number of runs within diffferent time spans (5) and application area (6).

5.2 Manage logs 

This section provides detailed execution logs for all jobs.

The following filters are available to narrow down the results:

Available jobs (1): A drop-down menu allows to select a specific job to display in the job log. Since the selection of jobs can become very extensive, there is a search bar integrated to enter the job´s name. Jobs are provided customer-specific by CreateCtrl.

NOTE: The list of available jobs is not a list of all available jobs. It only allows to select jobs that are part of the job log, which means they have to be executed at least once to appear in the list.

From / Until (2): Those two date fields allow to define the time range for the job log search. As a result, only log entries within this period will be displayed.

Application area filter (3): A drop-down filter allows to narrow down results by application area.

Show only jobs with errors (4): When enabled, this checkbox filters the results to display only failed job executions, allowing to quickly identify and troubleshoot issues.

Search for jobs (5): By clicking this button, job search is initiated according to the criteria determined previously.

The results table below shows the matching log entries.

By following these steps, jobs that encountered errors can be filtered:

Show only jobs with errors (1): By enabling this checkbox, the search results can be restricted to only display job executions that have failed, hiding all successful runs from the results.

Search for jobs (2): By clicking this button, the search is initiated.The error filter can be combined along with any other active filters (such as job name or date range). The results table will then update accordingly.

Error entries (3): Failed jobs are marked with a red Error icon in the Action column, making them easy to identify.

5.3 Configure jobs

This section allows to further specify jobs provided to a given customer by creating new configurations.

In order to create new job configurations or edit an existing one, the configuration dialog needs to be accessed first:

A search bar (1) at the top allows to find specific job configurations by name. The New configuration button (2) opens a dialog to create a new job configuration.

The configuration dialog contains the following sections:

1. Product: This is a mandatory field that allows to select the job to configure via a drop-down menu.

2. Name: This field is also mandatory, and it allows to determine the configuration´s name.

3. Visibility: A drop-down menu allows to define in which apps the job configuration is available.

4. Users: By assigning users via the drop-down menu, they are granted permission to perform the job configuration.

5. Template controls: By using template controls, users can specifically configure the selected product (job).

The configuration table contains a three-dot context menu (1) for each entry with Edit and Delete options.

While clicking the edit button leads to the dialog previously illustrated, clicking the delete button removes the job configuration. Before deletion, a confirmation prompt will ask to confirm the action.

5.4 Schedule jobs

The Scheduler section manages automated job schedules, allowing to define when and how jobs are executed.

In order to create a new job schedule or edit an existing one, the configuration dialog needs to be accessed first:

A search bar (1) at the top allows to find specific schedules by name. The New job schedule button (2) opens a dialog to create a new schedule.

The job schedule dialog (both for creating and editing) is organized into four tabs:

1. General information: This tab contains the core settings for the schedule such as execution days and times.

2. Job configuration: This tab allows to define the parameters of the job such as start and end date.

3. Ftp locations: This tab is where FTP transfer locations for the job are managed.

4. Email locations: In this tab, email notification locations can be managed.

5.4.1 Define general information

This tab allows to manage the core settings for the schedule.

1. Title: This is a mandatory field that serves to determine the name of the job schedule.

2. Is active: This checkbox enables or disables the job schedule. When disabled, the job cannnot be executed at all.

3. Job: This field is mandatory and contains a drop-down menu to select the job to schedule.

4. Description: This is an optional text field to enter additional details.

5 & 6: Automatic execution & 6. Immediately start job upon next job control iteration

• When automatic execution (5) is enebaled via the checkbox, the job will start according to the rules set below (see 7 to 12). If the checkbox for immediate job execution (6) is enabled, the job will be triggered immediatetely upon next job control iteration. This means that the job control will start the job within five minutes. There will be no subsequent runs if ony this checkbox is enabled.
• If both options are activated, the job will be triggered immediately for the first run and then according to the set rules for any subsequent runs (fixed days or interval minutes).

7 to 12: Setting specific job run times

• 7. Execution days: There are buttons for each day of the week to define on which days the job runs.
• 8. Retry count on error: This numeric field allows to define how many times the job is retried in case of an error.
• 9. Execution times: The run times can be set to fixed times or interval-based execution in minutes. In this example, fixed times are selected. In this case, execution times (10) can be added by clicking Add new execution time (11) below in universal time code (UTC). Times can be removed individually by clicking the x buttons (12).

Instead of fixed execution times, interval minutes (1) can be activated using the toggle switch.

The exact interval minutes (2) can then be defined below.

5.4.2 Configure jobs

This tab allows to define the parameters of the job.

The start date (1) can both be configured with a fixed time or a minute offset. In this example, it is configured with a fixed time (2). If this is the case, a fixed time (3) can be set for the offset, in addition to the number of offset days (4). Offset days (3) represent a mandatory field.

The same applies to setting the end date (5).

A drop-down allows to select the target channel (6) of the job.

5.4.3 Manage Ftp locations

This tab manages FTP (file transfer protocol) locations for the job. 

First of all, the editing dialog for ftp locations needs to be accessed. This dialog is applied for both creating and editing ftp locations.

By clicking the New FTP location button (1), the ftp location can be configured in detail.

The New FTP location dialog allows to configure an FTP server connection for file transfers. The following fields are available to specify the FTP server connection:

1. Type Key: A drop-down menu allows to select the transfer protocol type.

2. Filename filter: This text field serves to specify which file types should be included in the transfer. A wildcard (*) can be used to indicate the part of the file name that is not specifically defined, e. g. “*.pts” means “any file name.pts”. If only a wildcard is entered into the field, all filenames will be included.

3. User: This text field allows to enter the FTP server username for authentication.

4. Password: This text field allows to enter the corresponding password. A visibility toggle icon on the right side allows to show or hide the entered password.

5. Host: Here, the FTP server address (e.g. ftp.example.com) can be entered.

6 Target path: This is where to define the directory path on the FTP server where files should be transferred to (e.g. /transfer).

Once all fields are filled in, the ftp configuration can be saved by clicking the Save button in the bottom-right corner of the dialog.

The configuration table contains a three-dot context menu (1) for each entry with Edit and Delete options.

While clicking the edit button leads to the dialog previously illustrated, clicking the delete button removes the job schedule.

5.4.4 Manage email locations

This tab manages locations for email notification that are sent with job execution.

By clicking the New email location button (1), the email location can be configured in detail.

The New email location dialog allows to configure an email notification recipient for scheduled job executions. The following fields are available:

1. Filename filter: This text field allows to specify which files should be included in the email.

2. Is without files: When this checkbox is enabled, the email is sent without file attachments, e. g. export files.

3. Addresses: This text field allows to enter one or more recipient email addresses.

4. Subject: This is where the subject line of the notification email can be defined.

5. Comment: Below the subject field, a text area is available to enter the body content of the email.

Once all fields are filled in, the email location can be saved by clicking the Save button in the bottom-right corner of the dialog.

The configuration table contains a three-dot context menu (1) for each entry with Edit and Delete options.

While clicking the edit button leads to the dialog previously illustrated, clicking the delete button removes the job schedule.

A red x icon (2) icon indicates that the Is without files checkbox (see previous screenshot) has not been enabled, which means emails are sent with files.

A green checkmark icon (1) appears in case the Is without files checkbox has been enabled, which means emails are sent without files.

6 Manage queries

The Query Generator section allows to create and manage custom database queries that can be reused across various Web Apps.

Both creating a new query and editing an existing one apply the same dialog, which allows to configure query properties and assign modules and users:

A search bar (1) at the top allows to find specific queries by name. 

The configuration table contains a three-dot context menu (2) for each entry that allows to edit it.

The Create new button (3) opens a dedicated page to create a new query.

The dialog for creating and editing queries contains the following fields:

1. Title of Query generator: This text field allows to enter a query name.

2. View name: A view represents the foundation of a query that contains all the data fields.

• The view name text field allows to enter the database view name. After the view name has been entered, a table with the corresponding data fields will appear below (see 6 to 10). 

3. List of modules: This multi-select dropdown allows to assign the query to specific Web modules (e.g. Content, Forecast, Planner, Program).

4. Users: This drop-down menu enables to restrict access to specific users. 

5. Description: In this text field, an optional description can be added.

Those are the fields to configure the view. As with creating and providing views, editing the following fields is rather a Create Ctrl matter, as well.

• 6. Filterung erforderlich: Via this checkbox, users can determine whether the column requires a filter. In the query generator of the respective apps, the columns with an enabled checkbox need values assigned to them in order to perform the query.
• 7. Spaltenname der Abfrage:  This column displays the technical database column name.
• 8. Sichtbarer Name der Abfragespalte: This column displays the query column name shown to users.
• 9. Typ: Here, the data type of the column can be specified using a drop-down menu.
• 10. Source: This field serves to define the data source (parameter type key) for dropdown-based column types such as parameter dropdown or sql dropdown.
• 11. Save and Cancel: The query can be saved or discaded using the respective buttons.

To delete a query, the context menu (1) needs to be opened first via the three dots. In the next step, the query can be deleted by clicking Delete.

See how queries are executed in the query generator:

• Query generator 

7 Manage forms

The Forms section allows to create and manage custom forms that can be assigned to specific modules and users. Forms serve as structured templates that define data entry layouts within the assigned Web Apps.

Both creating a new form and editing an existing one apply the same dialog, which allows to configure form properties and assign modules and users:

A search bar (1) at the top allows to find specific forms by name. The New form button (2) opens a dialog to create a new form.

The form dialog contains the following fields:

1. Name: This is a mandatory text field that allows to define the name of the form.

2. Key: Keys are determined by CreateCtrl on the database. Only if the correct form key is entered into this field, the form can be edited.

3. Modules: This This multi-select dropdown allows to assign the form to one or more Web App modules, with the number of selected modules being indicated.

4. Users: This menu allows to restrict form access to specific users. By ticking the checkboxes, only those users will be able to use the form within the assigned modules.

The forms overview table displays all existing forms. It contains a three-dot context menu (1) for each entry with Edit form and Delete form options.

By clicking the Edit form option, the previously illustrated dialog opens to edit the data. By clicking the Delete form option, the form is removed. Before deletion, a confirmation prompt will appear to prevent accidental deletions.