Users Management
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Quality Assurance
1.5.6.17 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Execution
1.6.1 Product Planning and Task Breakdown
1.6.2 Task Assignment and Daily Tracking
1.6.3 Build Creation and Test Requests
1.6.4 Bug Confirmation and Resolution
1.6.5 Execution Kanban Boards
1.7. Admin Settings
1.7.1. System Settings
1.7.1.1 Mode
1.7.1.2 Backup
1.7.1.3 Trash
1.7.1.4 License
1.7.1.5 Security
1.7.1.6 Cron Job
1.7.1.7 Time Zone
1.7.1.8 Rebuild Index
1.7.1.9 LDAP
1.7.1.10 Table Engine
1.7.2 Feature Options
1.7.3. Permission Management and Access Control
1.7.4. Agent Configuration
1.8. Asset Library (Premium)
1.8.1 Asset Library Management (Premium)

Set Departments and Edit Company Profile

2026-09-24 10:59:13
Sanplex Content
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Last edited by Kelsea Zhang on 2026-09-28 11:16:33
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Summary: This section explains Sanplex administrator roles and how super administrators set departments via Admin > Users, then view Company information such as members, recents, and company profile settings.

I. Sanplex System Administrators

Sanplex provides three types of administrators:

  • Super Administrator: The user with ID 001 in Sanplex. This user has all permissions, and all operations are not restricted by permission controls.
  • System Administrator: A system-level administrator who has all permissions listed in the permission list.
  • Project Administrator: Project owners automatically have project administrator permissions.

After installing Sanplex successfully, you may need to log in as the configured super administrator to add and maintain departments and users.

Note: When using Sanplex for the first time, log in with the super administrator account admin and the initial password 123456 to complete basic setup.

II. User Management

On the Admin home page, click Users to open the user management page, where you can manage users, departments, and permissions.

Users

Click here to check the details of Sanplex user management.

III. Set Departments

Before adding users, you should first set departments. Go to Admin > Users > Department to add and manage departments.

Set departments

IV. View Company Profile

In the Company module of Sanplex, you can view members and recents, and configure basic company information.

Click a name in the team list to view the user’s work information.

The current user can only view work information for users in their own department.

Users in the company

Olivias tasks

Go to Company > Recents to view all operations in the Sanplex system. By default, it shows today’s activities. You can filter by user, product, project, sprint, etc. to review activities.

Company Recents

Under Company > Company, you can edit basic company information and configure whether anonymous login is allowed.

Edit company information

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