🛡️ Administration¶
The Administration section provides tools for managing system access via a role-based system, instance-level access control, and holiday calendars.
👥 Manage Users¶
The Manage Users page is the comprehensive interface for system access control. Detailed user management ensures that every team member has the appropriate level of access.
Features¶
- View Users: Audit system access by searching users by name. The user table displays Roles, Instance Access, Timezone, Status (enabled/disabled), and Bot Access.
- Create/Update Users: Onboard new members or update details for existing ones.
- Delete Users: Remove access for departures. Deleting a user permanently removes their account.
- Reset Password: Administrators can reset a user's password, with an option to require a change on next login.
- Manage Roles: Assign or change a user's role. Role changes immediately invalidate all active sessions for that user.
- Instance Access Control: Grant users access to specific instances or all instances (*). Users can only view data within their allowed instances.
- Enable/Disable Users: Toggle user account status without deletion.
- Bot Access: Grant or revoke access to the Support Bot feature per user.
User Roles¶
Access is governed by five distinct roles, ensuring the principle of least privilege: - Superadmin: Highest-precedence role. Full access to all system features including Billing, Client Portal, Container Management, and user management. Can modify other admins. - Admin: Access to user management, integrations, and system configurations. Cannot access Billing or Client Portal. - Operator: Can execute adhoc commands, force-run tasks, and manage task executions. Cannot modify system-wide configurations or manage users. - User: Standard access for viewing tasks and basic interactions. - Viewer: Read-only access, ideal for monitoring and reporting purposes.
📅 Manage Holiday Calendar¶
The Holiday Calendar module allows administrators to define non-working days that the scheduler must respect.
Features¶
- Block Dates: Define single dates or date ranges as holidays.
- Calendar Grouping: Organize holidays by "Calendar Name" (e.g., "US_Holidays", "EU_Holidays") to support different regional teams.
- Automatic Refresh: Updates to the holiday calendar trigger an immediate scheduler refresh, ensuring task execution plans are updated instantly.
- Holiday Suggestions: Auto-complete holiday names and dates using the built-in holiday catalog (e.g., typing "Independence" suggests US holidays).
- Calendar Name Auto-complete: Existing calendar names are suggested when typing in the Calendar Name field.
- Duplicate Detection: Adding a date that already exists for a calendar is rejected with a conflict report.
- CSV Import: Bulk-import holiday entries from a CSV file using the Import CSV button. Expected format:
CalendarName,Reason,Date(with header row). Date format is YYYYMMDD. Duplicate entries are automatically skipped. - Delete Calendar: Remove an entire calendar and all its holiday entries at once using the Delete Calendar dropdown action. This action cannot be undone.
Frequently Asked Questions¶
Q: What user roles are available in EasyTask? A: EasyTask supports five roles: Superadmin (full access including billing and client portal), Admin (user management and system config, no billing), Operator (execute adhoc commands and manage task executions), User (standard access), and Viewer (read-only).
Q: How do holiday calendars affect task execution? A: When a holiday calendar is assigned to a task, the scheduler checks it before executing. If the current day is marked as a holiday, the task is automatically skipped. Changes to the holiday calendar trigger an immediate scheduler refresh so updates take effect instantly.
Q: What happens when an admin changes a user's role? A: All active sessions for that user are immediately invalidated. The user must log in again to receive a updated role claims.