Onboarding workflow
This section lists the operations that you can perform in Arctera Management Console. If you are a Super Administrator, you can perform all operations. If you are a system administrator, you can perform all other operations, and you can manage customers and partners only if the corresponding permissions are assigned to you.
The following table lists the operations by category.
| Category | Operations |
|---|---|
| Accessing | 1. Accessing Management Console |
| Viewing/Monitoring | 1. Viewing your organization's configuration summary |
| 2. Viewing your organization's archive usage, sync activity, and delegated roles | |
| 3. Monitoring active archives and storage statistics, Capture collector activity, AI Wallet usage, and subscription consumption | |
| Configuring | 1. Configuring archive options |
| 2. Configuring retention policies | |
| 3. Configuring roles and permissions | |
| 4. Configuring notifications | |
| 5. Configuring authentication method | |
| 6. Configuring archive collectors | |
| Provisioning/Deploying | 1. Provisioning your organization's archive accounts |
| 2. Deploying users to applications | |
| Importing | 1. Importing data |
| Reporting | 1. Generating reports and reviewing logs |
| Managing Customers | 1. Managing customers |
| 2. Managing resellers | |
| 3. Managing distributors | |
| 4. Managing administration roles | |
| 5. Assigning accounts | |
| Managing Partners | 1. Managing partners |
| 2. Managing customers for partners | |
| 3. Managing administration roles | |
| 4. Assigning accounts |