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System Administrator Guide

This guide is for administrators who configure and operate EisenVault One: global settings, document categories, groups, roles, permissions, dashboards, and organization-wide reports.

Who This Guide Is For

System administrators can sign in to Admin Tools, edit Settings, and review organization-wide metrics on the administrator dashboard. They can manage groups, roles, document categories, and content permissions across all departments.

If you only manage users and groups without configuring the system, start with the User Administrator Guide instead.

Where to Start

  1. Review the Administrator Dashboard for organization metrics.
  2. Open Admin Tools to manage groups, roles, and document categories.
  3. Configure Globalization and Outbound Email under Settings.
  4. Read How Effective Permissions Are Calculated before changing access.

Major Sections

Section What you will learn
Dashboard Organization KPIs, storage, users, and workflow activity
Reports Document, storage, activity, user, and metadata reports
Settings Globalization, email, miscellaneous options, and AI/OCR
Admin Tools Groups, roles, permissions, and document categories