Settings (Cogs)

To access the settings, click the “cog” icon in the top right-hand corner.

Access Control

The Access Control section of Asprey Assets is the central user manager for all Asprey modules. For details of the User Manager, see the section on User Management.

Data Control

This section allows administrators to manage how data changes made within the system are administered.

Areas

Each section within Asprey Assets that allows for data changes is listed in the Data Control Area. Here, any mandatory fields can be set and if required, notes can be enabled when changes occur.

Asset Tabs

The Data Control Asset Tabs screen is similar to the user tabs dialogue in the asset synopsis screen however changing tab names, visibility and tab order here will make a system wide change and therefore every user will inherit the changes unless they’ve already overridden the default tabs.

The tab names can simply be edited by clicking on the relevant row. This allows the asset synopsis screen tabs to be tailored to the clients terminology.

Tabs can be reordered by dragging the six dotted icon to the desired location amongst the tabs

For example dragging the “Child Assets” tab down below the “Documents” tab will result in this configuration:

Unchecking the visibility checkbox on the right-hand side of the screen will hide tabs. This is useful if you want to hide a tab like “Audit” from all users.

User permissions can also be used to hide specific screens from users

Click on “Save Changes” to persist the alteration to the database or “Discard Changes” to revert any unsaved changes.
The “Reset To Default” button will reset the tab names, position and visibility to their originals state when the system was initially configured.

System Settings

The system settings section within Asprey Assets allows administrators to make changes to the system configuration in key areas such as the Switchboard, Dashboards and other settings.

Switchboard

Within the Switchboard settings area, administrators can amend the links within the Switchboard for custom navigation through the Asprey Products.

Switchboard links can be ANY URL, not exclusively Asprey products. Links to Search Engines, file Storage and other business sites can be added here.

Editing Switchboard items

To edit any of the switchboard items, simply select the section within the grid and begin editing.

Any changes will be highlighted in green. To save the changes, click “Save Changes”.

Adding Switchboard items

To add a custom Switchboard item, click the “Add a row” button. A new row will be added to the grid. Fill in the required fields with the details of the new Switchboard item.

Once complete, click the “Save Changes” button to save the new Switchboard item.

Deleting Switchboard items

To delete a Switchboard item, click the “bin” icon in the required row. This will turn the row red. Once complete, click the “Save Changes” button to update the Switchboard.

Dashboards

Within the Dashboard settings menu page, changes can be made to the Dashboard Groups, Classification Filters and Compliance Area Filters.

Editing Dashboard Group Settings

To edit any of the Dashboard Group Settings, simply select the section within the grid and begin editing.

Any changes will be highlighted in green/red. To save the changes, click “Save Changes”.

Adding Dashboard Group Settings

To add a custom Dashboard Group Settings, click the “Add a row” button. A new row will be added to the grid. Fill in the required fields with the details of the new Switchboard item.

Once complete, click the “Save Changes” button to save the new Switchboard item.

Deleting Dashboard Group Settings

To delete a Dashboard Group Settings, click the “bin” icon in the required row. This will turn the row red. Once complete, click the “Save Changes” button to update the Switchboard.

Adding Classification Filters or Adding Compliance Area Filters

To add a new filter to the dashboards, click the “Add” Button.

A Dialogue box will appear with the options available to add as a filter.

Select the required filters and click the “Add” button.

Deleting Classification Filters or Deleting Compliance Area Filters

To delete a filter, click the “bin” icon in the row of the filter you wish to delete.

Reports

Within the Reports settings menu page, changes can be made to the Report Groups. These are groups that can be configured for e Reports section of Aspire BI.

Editing Report Groups

To edit any of the Report Group, simply select the section within the grid and begin editing.

Any changes will be highlighted in green. To save the changes, click “Save Changes”.

Adding Report Groups

To add a custom Report Groups, click the “Add a row” button. A new row will be added to the grid. Fill in the required fields with the details of the new Report Group.

Once complete, click the “Save Changes” button to save the new Report Group.

Deleting Report Groups

To delete a Report Group, click the “bin” icon in the required row. This will turn the row red. Once complete, click the “Save Changes” button to update the Report Groups.