Feature Configuration
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. Agent
1.7.1 Conversation
1.7.2 Sanplex Agents
1.7.3 General Agents
1.7.4 Skill Management
1.7.5 AI Knowledge Library
1.7.6 Models
1.7.7 ZAI Service Installation
1.7.8 ZAI Service Control Panel
1.7.9 ZAI Configuration
1.8. Admin Settings
1.8.1. System Settings
1.8.1.1 Mode
1.8.1.2 Backup
1.8.1.3 Trash
1.8.1.4 License
1.8.1.5 Security
1.8.1.6 Cron Job
1.8.1.7 Time Zone
1.8.1.8 Rebuild Index
1.8.1.9 LDAP
1.8.1.10 Table Engine
1.8.2 Feature Options
1.8.3. Users Management
1.8.3.1 Set Departments and Edit Company Profile
1.8.3.2 Manage Users
1.8.3.3 Set Permisions
1.8.4. Feature Configuration
1.8.4.1 Dashboard
1.8.4.2 Product
1.8.4.3 Project
1.8.4.4 Execution
1.8.4.5 Test
1.8.4.6 Kanban
1.8.4.7 Feedback
1.8.4.8 Tickets
1.8.4.9 User
1.8.4.10 Relations (Standard Version)
1.8.4.11 Meaturement
1.8.5. Agent Configuration
1.9. Asset Library (Premium)
1.9.1 Asset Library Management (Premium)

User

2026-01-03 16:57:45
Sanplex Content
188
Last edited by Kelsea Zhang on 2026-09-30 14:00:51
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Summary: This guide explains the customizable modules and fields of the Users feature in Sanplex, covering required fields, positions, statuses, available contact methods, and whether deleted users are listed.

Catalog

Go to Admin > Features > User to configure the required fields, roles, statuses, available contact methods, and whether deleted users are listed.

I. User – Required Field

Under User > Required Field, you can set which fields are mandatory on the Add User and Edit User pages.

Set mandatory fields for user

II. Users – Role

Under User > Role, you can configure role information.

User roles

III. User – Status

Under User > Status, you can configure user statuses.

User status

IV. Users – Available Contact Methods

Under Users > Available Contact Methods, you can configure contact method information.

Users available contact methods

V. User – Show Deleted Users

Under User > Show Deleted Users, you can configure whether deleted users are displayed in Sanplex.

Show deleted users

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