Administration Guide
Administrator’s Guide Table of Contents
The ITAM Admin Portal interface consists of five main sections.
- Main Navigation: Provides access to the ITAM Admin Portal's core features. See the Functional Areas section below for more information.
- User Profile and Supplementary Navigation: This button displays the logged-in admin’s name and, when pressed, provides access to the administrator's user profile and a secondary navigation option for most buttons on the screen.
- Forms Area: The Forms Area includes forms grouped into folders (on the left) and those without folders (on the right).
- Form Creation and Deletion: Buttons that open a Create New or Mass Delete Form, respectively.
ITAM Navigation
Under the Main Navigation section, you'll have access to core parts of your ITAM system:
Form Manager
Forms are the core of any compliance process, and the form manager allows you to create, edit, and manage the forms your entity will use to gather information and assess and facilitate compliance.
- Form Management
- Entry Manager
- Automapping
- Form Builder
- Form Fields
- Form Field Properties
- Form Integration
- Form Logic
- Form Notifications
- POA&M Forms
Files Manager
Upload, manage, delete, play, and edit the files uploaded to any form you oversee.
Reports Manager
Allows you to view any reports created as part of the team's ITAM usage and the included forms.
Dashboards
Allows you to create report dashboards covering Action ITAMs, completion percentages, and other system metrics.
- Dashboards Manager
User Manager
Allows you to create, edit, and manage administrative users, examiner users, portal entities, and portal users.
Templates Manager
Allows you to create and edit the templates using a WYSIWYG Rich-Text Editor. Templates are used to generate documents from form data.
Settings
Provides you with a large selection of settings and integration dashboards to control the look, feel, and functionality of your ITAM system.
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