Getting Started

Actify APM Suite is built on the Centro platform.

To get started using the Program Management application we recommend the following steps:

• Setup roles and users, optionally importing users and groups from your existing LDAP-enabled directory system

• complete the APM Suite: Program Management Tutorials

Setting up users and groups

User and Role management is supported in the Centro Admin Area.

To setup Roles,

1. Navigate to the Admin Area.

2. Click on the Roles tab.

3. Click Create new role to create a new role.

4. Check the appropriate permissions per role.

5. Repeat these steps for additional roles.

Once roles are configured, enter in users. If your organization decided to use LDAP, configure LDAP before manually entering users to avoid duplicates. (see LDAP Configuration).

To manually enter users,

1. Navigate to the Admin Area.

2. Click on the Users tab.

3. Click Create new user to create a new user.

4. Enter the Display Name (name that appears in the user interface).

5. Enter the Username (name used to login).

6. Enter the user's Email address.

7. Enter a Password (passwords must be at least 7 characters).

8. Select the Role(s) or individual permissions.

9. Click Create.

Tutorials

We recommend completing the Program Management Tutorials which are designed to get your started with using the application including building Form Configurations to use in your workflows, designing program templates, setting up a new Program and navigating and managing tasks and task outputs in the Program area.