Admin Panel

What is it?

The Admin Panel is a key feature that allows authorized DragOnce users to adjust system settings. Access and configuration rights vary depending on the user's assigned role.

1. User Account Management

User Account Settings stores all users’ status, user details, passwords and groupings under the same subscriber. Any settings here are subscriber-based, meaning that any changes to a user/group will be applied to all Apps, Circulars and the Messenger under this subscriber. Some sections may not be applicable to customers who use third-party authentication.

1.1 Changing User Details in Admin Panel

Only Root Administrator and HR can access the Admin Panel. To enter the User List in the Admin Panel, mouse over the Admin Panel Logo on the top right corner of the DragOnce web portal and click ‘Go to Admin Panel’.

You will enter the User List. This is the view from the user type as a Root Administrator.

Below are the meanings of the controls on the User List:

** Users with different user types may see less functions. For details, please refer to ‘1.6 User Type’s Permission’

1.2 New User

When you add a staff of any type or a Guest, you have to fill in information for him/her. Note that the login password is case sensitive.

Make sure that you enter the correct Email or Credentials for the new user because this field is unique and unchangeable after the user is created. Login email should be valid to receive a verification link from the system and receive a reset login password when needed. Each email address can only be registered once under a subscriber.

After filling in the information, you may add the new user into existing groups. Click the group(s) that you want this new user to enter. 

After selecting the group(s), click ‘Create on the bottom of the page.

1.3 Import User

You can add multiple users with one action by importing user data from an Excel spreadsheet to the system. 

A sample Excel spreadsheet can be downloaded so you can input the user information accordingly.

The columns with a red asterisk (*), i.e. user name, login email, password and user type are required fields.

After importing the data, you need to map a corresponding field in User Settings to each column in the spreadsheet uploaded. Again, the columns with a red asterisk (*), i.e. user name, login email, password and user type, must be mapped. 

1.4 User Status

There are 2 kinds of user status, Active or Suspended. An active user can login DragOnce on web or mobile version and have permission according to the settings in Admin Panel. While a suspended user cannot login to the platform at all.

You can change a user’s status on the User List. A new user has a default status as ‘Active’. To suspend a user, click on the status button Active to turn it off Suspended.

1.5 User Details

Click a username to view and update the user details.

In the top area, you can change the user’s personal particulars. After changing, click ‘Apply’ on the bottom right area. 

If you want to change the Group info of the user, you could scroll down in the user details. Changes will be applied instantly.

In the bottom of the user details, you can change the user’s password by three methods. (See more: Appendix)

You can also see the linked mobile devices to this user. On the left, you will see the name of the device and the last access time it was used to login with this user using the DragOnce Mobile App. If you click Unlink Button under ‘Unlink’, the system will log this user out from the DragOnce Mobile App on the corresponding device. 

1.6 User Type’s Permission

Normal Users and Guests are not allowed to access the Admin Panel. Difference in user types’ permission for Root Administrator and HR are shown as follows:

1.7 Configure a User’s Personal Account Settings

All users are allowed to change the direct line number, mobile phone number, contact email, delegation and time zone of their own, regardless of their user role in System Settings. To do so, on the DragOnce web portal, mouseover your profile icon on the top right corner. Choose ‘Account Settings’. 

After you have finished, click ‘Submit’.

1.8 Configure a User’s Personal Password

All users are allowed to change the password of their own, regardless of their user role in System Settings. To do so, on the DragOnce web portal, mouseover your profile icon on the top right corner. Choose ‘Change Password’. 

After you have finished, click ‘Submit’.

1.9 Group Settings

Group Settings store group information and user grouping hierarchy. It is helpful to group related users so they can be selected as a group quickly in ‘user and group’ picker. These settings are subscriber-based, meaning that any changes in the settings apply to all Apps, Circulars and the Messenger of the same subscriber.

1.10 Changing Group Settings in Admin Panel

Only Root Administrator and HR staff can login to the Admin Panel. To enter User Settings in Admin Panel, mouse over the setting logo on the top right corner of the DragOnce web portal and click ‘Go to Admin Panel’.

Select ‘Groups’ under ‘User Account’ section. You will see the Group List. 

Below are the meanings of the controls on the Group List:

1.11 Add New Group

If you want to add a new group, click ‘+ Add Group’. You need to enter a group name, the group description and tag. Group name is marked with a red asterisk (*), so it is a required field. Description and Tag are for identification and search purposes. All fields are editable after the group is created. After you have finished, click ‘Save’.

1.12 Group Hierarchy View

When you are viewing the group list in hierarchy view, you can add users or groups to or unlink them from the groups. 

In the hierarchy view, when you see a arrow beside a group name, it means this group is expandable. Click on the group to view the users and groups that it contains. 

The items that a group contains is called the group’s subset, while the mother group is called the affiliated group’s superset. In the hierarchy view, the column on the right is the subset of that on the left. The column on the left is the superset of that on the right.

Here is a sample which shows that ‘Finance Dept’ is a large group that contains ‘Financial Manager’ (which is a group) and ‘Finance (Staff)’ (which is a user). ‘Financial Manager’ is a smaller group that contains ‘Finance (Manager)’.

Below are the meaning of the buttons and symbols in this example:

1.13 Retrieve User Roles

When the "Retrieve User Roles" button is clicked, users can choose the relevant staff members and download an Excel report named "Runtime User Role Summary," which contains the selected users' details.

2. Chat Room Management

Chat rooms are created by users in the Instant Messenger when they have created an announcement group, group chat, or started a conversation with another user. Root Administrator and HR have the right to manage all created chat rooms listed in ‘Chat Room Management’ in the Admin Panel.

2.1 Chat Room Information

All chat rooms and their corresponding information are shown in the following columns:

You can filter the chat rooms by these columns in ‘Chat Room Management’.

2.2 Active and Archived Chat Room

The ‘Chat Room Management’ is divided into two parts: ‘All Active Chat Room’ and ‘Chat Room Archive’. When an active chat room is deleted by the chat room admin through DragOnce Mobile App, the chat room will be moved to ‘Chat Room Archive’ automatically.

Users cannot delete one to one chat room themselves. That’s why you do not see any one to one chat room in ‘Chat Room Archive’. One to one chat rooms can only be deleted by Root Administrators/HRC in the ‘All Active Chat Room’ page.

2.3 Active Chat Room Management

When you click on a chat room name which has multiple users, the chat room details pop up. 

Management activities you can do here include:

On the active chat room list, if you click the delete button on the row of a chat room, it will be permanently deleted and cannot be viewed or recovered. It is different from deleting a chat room by the chat room admin on Mobile App, which only moves the active chat room to archived chat room.

2.4 Archived Chat Room Management

When you click on the chat room name, you can view the chat room details. But you cannot manage the chat room when it is inactive. You can reactivate the chat room by clicking the reactivate button  on the row of a chat room. Reactivated chat rooms will be moved back to ‘All Active Chat Room’. 

3. Circular General Settings

Circular may not be applicable to customers without subscription.

Root Administrator can configure settings of the Circular function. Click ‘General’ under ‘Circular Settings’ in the Admin Panel to configure the settings. Remember to press ‘Save’ after making changes.

Below are the meaning of the items on the Circular General Settings:

Root administrator can set users or groups to become observers. Observers can read the replies of their corresponding Recipients only. Users and groups can also be selected as Recipients.

4.1 Company Logo

Company logo is used in two locations: 

Location 1: Top left corner of the DragOnce web portal for your subscriber

Location 2: Top bar of the DragOnce Mobile App Instant Messenger

How to Manage Company Logo

For Root Administrator, after entering the Admin Panel, click ‘Logo’ under ‘Subscriber Settings’. You can refer to the pictures below.

To upload or edit the logo, mouse over the ‘Logo’ under ‘Upload Image’. Click ‘+’.

The logo uploaded must be in a format of JPG or PNG images of height 100 pixels and width 50 - 500 pixels. Please use transparent background for best results.

4.2 Shared Resources

Resources are managed by Root Administrator and HR. It is shared to all users under the same subscriber. 

To manage resources, after entering the Admin Panel, click ‘Shared Resources’.

Resources Mode

In this mode, files can be uploaded and shared to all users under the same subscriber. 

Below are the meanings of the controls in this page:

File Type

There is no limit on file type for uploading files. Here are the icons representing different file types:

Users will be able to view and download the files by tapping ‘More’ on the bottom right corner in the DragOnce Mobile App and clicking ‘Resources’.

4.3 Environments Settings

Root Administrator can assign an environment role and create a testing environment. Click ‘Environments’ under ‘Subscriber’ in the Admin Panel to configure the settings.

Developing environment is used for application building. All ready-to-use applications should be deployed to production environment. Data in each environment are independent. Multiple testing environment can be created for testing purpose.

Below are the meanings of the controls on the environments setting page:

4.3.1 Environment Role Permission

For the permission of different Environment Roles, please refer to the document ‘Design Time User Role Permission Model’.

4.4 SMTP Configuration

Root Administrator can click ‘SMTP’ under ‘Subscriber’ in the Admin Panel to configure SMTP related settings. This function is disabled by default. It can be enabled upon request.

4.5 Data Encryption

Root administrator can set up Master Key for Data Encryption and view its creation and update log. Click ‘Data Encryption’ under ‘Subscriber’ in the Admin Panel to configure the settings. Remember to press ‘Save’ after filling in the Master Key information. 

Master Key is used for encrypting widgets that enabled data encryption. After a Master Key is created, data encryption function will be available for Input Boxes in form. Once data encryption is enabled for an input box, some system functions will be restricted, such as Record Filtering and Sorting. Existing records will NOT be encrypted in the database unless they are saved again. Encrypted data CANNOT be decrypted if this function is disabled in the Widget Property Settings of an input box.

Additional Reminders:

• Original Master Key is needed if you want to update an existing Master Key.

• Make sure you hold a copy of the entered Master Key in a safe place for later use. Recovering Master Key require additional technical support. Service charge applies.

• Master Key should contain 8 to 32 characters. The following characters are allowed:

-A-Z

-a-z

-0-9

-~!@#$%^&*_+-=,.

• Master Key can only be updated once in an hour

4.6 Password Policy

Root Administrator can set up Password Policy that users must follow to make up passwords for new accounts or when reset existing passwords.

Below are settings for building up the rules for platform password policy: