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Administration Guide

This section covers administrative features for managing PBS Knowledge, including permissions, workflows, integrations, and system configuration.

Administrator Roles​

System Administrators​

Full system access including:

  • User and permission management
  • System configuration
  • Data synchronization
  • All administrative functions

Department Administrators​

Department-level access:

  • Degree requirement management
  • People management
  • Group administration
  • Report generation

Program Coordinators​

Program-specific access:

  • Student milestone tracking
  • Email communications
  • Basic reporting

Key Administrative Features​

FeatureDescriptionDocumentation
PermissionsRole and group-based access controlPermissions Guide
MilestonesStudent progress tracking workflowsMilestones Guide
JobsBackground task schedulingJobs Guide
EmailTemplate-based communicationsEmail Guide
DegreesRequirement configurationDegrees Guide
Dartmouth SyncExternal data integrationSync Guide
OpenAlexPublication synchronizationOpenAlex Guide
BranchesDatabase version managementBranches Guide

Accessing Admin Features​

Admin Dashboard​

  1. Sign in with administrator credentials
  2. Click Admin in the navigation
  3. Access administrative panels

Admin Tabs​

The admin interface is organized into tabs:

  • People - User management
  • Academic - Programs, degrees, courses
  • Groups - Permission groups
  • Milestones - Workflow configuration
  • System - Jobs, sync, settings

Getting Started​

Essential First Steps​

For new administrators:

  1. Understand Permissions - Learn how access control works
  2. Review Sync Status - Check data integration health
  3. Configure Email - Set up notification templates
  4. Monitor Jobs - Understand background processes

Common Tasks​

Frequent administrative activities:

  • Adding new users
  • Updating degree requirements
  • Running data syncs
  • Reviewing system logs
  • Generating reports