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Administrator Guide

The administrator guide covers the process of performing administration tasks such as defining roles and role membership, the configuration your security model, and monitoring the system.

This page provides a general overview of the two web applications involved in Corteza administration - Corteza Admin and Corteza Low Code. Specific topics are available in the side navigation under the administrator guide.

If you haven’t yet setup your Corteza instance, refer to the DevOps guide.

If you want to learn about low-code application development, refer to the Low-Code Platform Developer Guide.

Corteza Admin

The Corteza Admin web application provides a user interface to perform general system-wide administration tasks such as creating roles, managing role membership, and monitoring the system.

You need sufficient permissions to access the Corteza Admin web application.

The main administration tasks performed from the Corteza Admin web applications include:

To access the Corteza Admin web application, go to your Corteza instance and click on the admin area application.

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After clicking on the application, you are presented with a dashboard showing you some basic parameters about your system.

webapp admin dashboard

Use the navigation in the left sidebar to access the rest of the web application.

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Corteza Low Code

The Corteza Low Code web application - from the administrator’s perspective - provides a user interface for managing access control permissions for general web application usage as well as specific low-code applications.

You need sufficient permissions to access Corteza Low Code administration user interfaces.

@todo pointers to core features

To access the Corteza Low Code web application, go to your Corteza instance and click on the Low Code application.

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After clicking on the application, you are presented with the web application’s home page - the list of all namespaces.

webapp compose homepage

From the home page (the list of all namespaces) you can manage general access control, such as what role is allowed to create namespaces and what roles are allowed to access specific namespaces.

Click on the permissions button on the top of the list to see all of the available access control decrees.

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To perform administration tasks for a specific low-code application, click on the visit namespace button on the namespace you wish to manage, expand the left navigation sidebar, and click on the admin panel button.

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From the Low Code admin panel you can manage access control permissions for resources defined by the namespace, such as who can edit modules, create records, and edit charts.

The administrator guide doesn’t touch up on low-code app configuration. Refer to the Low-Code Platform Developer Guide for details on configuring your own low-code application.

webapp compose app admin panel

System settings

The majority of system configuration, which affects how the system behaves, is performed on the deployment-level.

Refer to the DevOps guide for details.

User interfaces

The role management user interface resides in the Corteza Admin web application, under:

  • system  settings

  • system  email settings

  • compose  settings

  • user interface  settings

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System settings

System settings are located under system  settings in the left navigation menu.

System settings allow you to configure internal and external authentication, as well as multi factor authentication and different authentication flows.

You can disable internal sign-up and manually add users that are allowed to access your system.

Refer to the External authentication providers for details on how to configure external providers.

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Email settings

Email settings are located under system  email settings in the left navigation menu.

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The email settings interface allows you to configure SMTP servers for sending emails from Corteza. Please consult your email services provider for SMTP server information (host, port, user, password).

Diagnostics and additional information in case of misconfiguration are only available in the server logs.

In case of any TLS/certificate issues you can adjust the server name for the TLS check or disable checking and allow use of invalid certificates.

Initial settings are copied from the SMTP_* environmental variables. Corteza logs a warning in case you keep the environmental variables and make changes to either variables or settings.

Open your administration panel and navigate to System  Email settings.

Screenshot of the configuration window.
Figure 1. The screenshot shows the SMTP server settings in the administration panel under.
  • Provide the required server name and port and optional username and password. Changes are applied immediately and do not require server restart.

Low Code settings

Low Code settings are located under compose  settings in the left navigation menu. Low Code settings allow you to configure general attachment settings, such as the maximum size and allow lists.

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User interface settings

User interface settings are located under user interface  settings in the left navigation menu. User interface settings allow you to configure the main and icon logos that should be used by the Corteza instance.

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Where to next?

Refer to the side navigation to discover additional features and tasks relevant to Corteza administrators.

The main administration features include: