Resolver Core Administrator's Guide

Information about the admin settings as well as instructions on completing administrative tasks. Click this link to download a full PDF version of the guide.

Releases

Release information by version, including release notes and release overviews.

Introduction

An overview of the guide, your data region, the Search, Quick Add, My Tasks features, and documentation notes, tips, and warnings.

Core User Interface

The Resolver Core interface for end-users and administrators.

Log In

Login and logout instructions together with info on password requirements, multi-tenancy, and SSO for Resolver Core and its apps.

Search

With the search tool, you can search your Core organization by keyword(s), object type(s), or both.

About Applications

A general description of what applications, activities, actions, and views are, and the recommended process for creating your own applications.

Permissions Model

Information on how to use the permissions model in Core. This includes assigning users, configuring roles, application and activity permissions, designing new roles, and troubleshooting existing roles.

Object Types

Information on creating, editing, and deleting object types, adding components, and the Object Type Universe.

Inferred Permissions

About inferred permissions, including why and how they're used, and how to apply them on an object type.

Workflows

About workflows and states and how to edit or create new states and add triggers, transitions, conditions, and actions to those states.

Formulas

An introduction to formulas, including sample formulas and definitions of variables, operators, and functions and how they're used.

Object Type Groups

Information on object type groups, including why they're required for relationships, and instructions on creating, editing, or deleting object type groups.

Fields

About the available fields you can add to an object type, including plain text, numeric, date and time, select list, and attachments.

Assessments

Learn about what assessments are and how to create, edit, and delete new assessments, as well create assessment objects.

Data Definitions

An overview of data definitions and how they can be used in reports and assessments. In this section, you can also learn about anchors, leaves, and how to create new definitions.

Configurable Forms

Instructions on creating new configurable forms and adding elements to the forms, including properties, fields, relationships, triggers, comments, and more.

Data Visualizations

An overview of the Data Visualization feature in Core, where you can display data through pie, bar, or column chart, heat map, export report, or data grid.

Data Warehouse

About the data warehouse, which can be used to connect your Core data to a BI tool to generate reports.

Users

Information and instructions on creating and configuring user accounts, including enabling or disabling a profile, enabling admin privileges, impersonating a user, or granting All Access permissions.

User Groups

Learn about user groups and how they can be added to roles and get instructions on creating or editing user groups.

Roles

Learn about roles, explicit and global permissions, workflow permissions, and how to create, edit, or delete a role.

Org Manager

Learn about the Org Manager feature and how it can be used to create duplicate organizations.

Applications

Information on creating and configuring applications, including their activities, actions, and views, as well info on adding roles to an activities to control which users can access the application.

Data Import

An overview of how you can use Data Import to create or edit object and relationship data, including instructions on completing and uploading the import spreadsheet.

Audit Trail

Instructions on exporting an Audit Trail spreadsheet, which lists the changes made to your org within a selected timeframe.

Image Upload

About the Image Upload feature which allows admins to create links for custom logos.

Languages

Learn how to customize the text in Core’s user interface and applications, fields, object types, etc. to display a language of your choosing.

Email Templates

The Email Template settings, where you can edit the default templates, as well as create and edit custom templates.

Anonymous Login

About the anonymous login feature, which allows administrators to create a link that grants multiple users access to select areas of Core without logging in.

Custom Logo

Learn more about replacing the Resolver logo in Core with a company or organization logo of your choosing.

Markdown Formatting

A brief explanation of Markdown formatting and where it can be applied, along with a list of popular styles and instructions on applying them.

Printing

Information on printing objects and reports in Core directly from your browser.

Videos

Brief orientation and feature videos related to Resolver Core releases.

Glossary

Definitions of important words and phrases within Core.

Contact Information

Get the contact information for Resolver Support as well as the phone numbers and email address for general inquiries.

Notices & Intellectual Property Information

Notices and intellectual property information for the Resolver Core Administrator's Guide.