Admin Panel

Overview

Access: Admin only. Roles and access.

Provide one place for shared operational setup that supports the rest of the platform.

Users open it from the main navigation when their role allows it.

Access

What You Can See

• Administrative sections for halls, shifts, operators, priority levels, and related setup data.
• Creation and edit actions for reusable platform records.

The machine list marks entries of kind Work center. These workplaces have no AVA. Administrators can create them or change their kind in the machine configuration.

What You Can Do

• Create and maintain halls, shifts, and operators.
• Manage downtime reasons and other platform-wide setup items.
• Review and update supporting configuration needed by planning and machine pages.
• Define company priority levels and manage user access to pages and machines.

Define Company Priority Levels

Priority levels give your team a shared way to recognize the urgency of work. Each level has a name, number, and color. Match these to your ERP so planners use the same priorities when importing and managing orders.

How Priorities Are Used

Open the information icons beside the titles to read the section description and explanations for Which number is more urgent? and Queue order and operation priority stay in step. These explanations now appear there instead of as lines below the titles.

Administrators open Admin Panel → Priority Levels → How priorities are used, below the levels table.

Under Which number is more urgent?, choose:

• Higher number = more urgent: the default; 150 comes before 100.
• Lower number = more urgent: 1 comes before 5.

This choice controls suggested queue sorting and automatic operation-priority changes. Applying a SAP preset also selects higher numbers first; Epicor and Infor presets select lower numbers first. The preset preview shows the direction. Reset to defaults restores higher numbers first as well as the default levels. Your own ascending or descending sorting rules stay as you set them.

Queue order and operation priority stay in step is on by default. In the Planner’s queue-position mode, moving a step can change its operation priority. Changing its priority on the card can move it in the queue. Only that operation’s priority changes; order priorities stay unchanged. If you turn this off, dragging only changes queue order and changing priority does not move cards.

Open How does this work? for examples using your company’s levels. With the default levels, moving OP30 ahead of OP100 at the top makes it OP150. Moving the second of two OP70 steps to the top of the same queue makes it OP100. If no suitable more urgent level exists, a tie can remain. See queue and priority behaviour.

Each of these settings saves as soon as you change it. Wait for Setting saved. If saving fails, the previous choice returns; try again. An amber notice makes it clear when the queue-and-priority setting is off.

In Improve plan, Keep priorities never changes priorities. Least delay and Fewest changes can change operation priorities as shown in the proposal while Queue order and operation priority stay in step is on. Turning it off prevents priority changes for all searched options. Order priorities never change. See planning choices.

Manage BDE Access Templates

Administrators open Admin Panel → BDE access templates to make the BDE page the same on selected machines. Use New template to choose fields that stay visible or highlighted, optional fixed sorting and automatic refresh, and allowed actions. The rules apply to everyone on those machines’ Data Acquisition V3 pages, including administrators. Other pages stay unchanged.

The list shows the first three machine names, then +N more; hover to see all names. No machines marks an empty selection. Each row has Edit and Delete. Explanations appear behind the information icons beside titles.

Only Admins see and manage this section; each machine can use only one template. Deleting a template returns its machines to each person’s own settings, and the confirmation shows how many: for example, 3 machines will go back to their own settings.

Turning on Use a fixed sorting starts from the company sorting only if a company sorting is saved in the Planner and the template had no fixed sorting before. Otherwise, the starting choices are unchanged. Use company sorting appears in the sorting section only when company sorting exists. It shows a tick while the template already uses that sorting. It copies the sort mode and rules; choices for running and on-hold orders and for orders waiting on a previous operation stay unchanged. Without company sorting, the section keeps its usual reset to the built-in default. Saving is available only after a change.

Under Allowed on the BDE page, Reopen completed operations controls whether Set on hold appears in Recently completed. It starts on, including in existing templates. You can leave it on while switching Change the order status off. The completion choice after Stop remains available when the planned quantity is reached.

See BDE Access Templates for each setting and its limits, or follow Make the BDE Page the Same on Several Machines.

Manage Page and Machine Permissions

Permissions determine which platform pages and machines a user can access. Use them to give each person access to the areas and machines needed for their work.

Open the user record in the Admin Panel and select Edit Permissions. Select the pages and machines the user may access, then save. The updated permissions apply to the user's next session.

Find the Correct Administration Area

Priority Levels and AI Assistant Data Access are also in the Admin Panel. ERP Uploads itself is in Planner at /erp-uploads.

Default Priorities and Range Limits

By default, higher numbers mean more urgent work. Which number is more urgent? lets administrators reverse this. Defaults: Low 10, Normal 30, High 70, Critical 100, Highest 150, Extreme 200. Default colors are green 0–29, blue 30–69, orange 70–99, and red 100+. Companies can set names, values, and colors or apply SAP Delivery Priority, Epicor Kinetic Material Queue Priority, or Infor M3 Customer Order Priority presets.

Custom priority settings allow 0–999, while the Add Order form states 1–200. This mismatch needs product confirmation; follow validation in the current form instead of assuming one range applies everywhere. Existing priorities are protected during ERP re-imports.

Security, AI Data Access, and Account Administration

API-Access Keys are shown once at creation; copy the key while it is visible. License Key is the company licence identifier, not an API key. The Beta AI Assistant can access only data areas enabled here; platform data is not shared with external AI models without admin enablement.

Use Invite Users and Manage Permissions, Set Up a Hall Plan Display, and Manage Operators for the tasks.

Active Shifts in Machine Lists

In the Admin Panel and company view, Active shift identifies machines whose shifts follow machine activity. The assigned shift group is not used while this setting is on. Administrators can change the mode and its durations in the machine configuration.

Change a User's Email

Administrators can select Change email in user management in the Admin Panel or company view for users who are not operators. Use this action instead of editing the address in the user form. Enter New email and select Send verification. The user's current address remains active until they open the link sent to the new address and select Confirm email change.

The pending notice shows the address awaiting confirmation. Use Resend after the displayed wait or Cancel change if the request is no longer needed. Follow Change Your Email Address.

Manage Shift Breaks

Administrators open Admin Panel → Configure Shifts and Scheduling → Shifts, then Break settings directly left of Add Shift. Turn on Label breaks automatically and save before choosing a Downtime reason for each break in the shift editor. No downtime reason leaves that break without an automatic break label.

While the switch is on, the Breaks column shows each break's reason after its length. When it is off, these reasons are hidden in the table and the reason choices in the editor are greyed out. Saved choices are kept. The choices are also unavailable while settings load or cannot be loaded.

See Break Settings for the company-wide options and limits, or follow set up automatic break labels.

Manage Downtime Reasons

Only administrators can create, edit, or delete reasons. Open Admin Panel → Configure Analyzers → Downtime reasons. The table shows Code, Category, and Available on alongside the reason, description, colour, and level. Search by code or text and filter by category. The availability column shows whether a reason is available everywhere or on a number of machines; its explanation lists their names.

In the reason form, Code and Category are optional. Codes become uppercase and must be unique within your company. Use up to 20 letters, digits, dots, underscores, slashes, or hyphens, starting with a letter or digit. Choose an existing category or enter one. Pick colour opens the colour selector; you can enter a colour value directly or use Random colour. New reasons start with a random colour.

Under Available on machines, click the checkbox or machine name to choose where operators can use this reason. Clicking other parts of the row leaves the selection unchanged. Unticking a machine marked All reasons gives it a fixed list of the other current reasons. Later reasons will no longer appear there automatically. You cannot leave a machine without a reason this way: give it another reason first or keep this one ticked.

Editing a shared reason affects all machines. Select Delete in the reason’s row menu and review Deleting this reason removes it from:. The notice lists the affected past downtimes, machine reason lists, downtime reason rules and breaks, with counts and example names where available. This reason is not used anywhere. appears when there are no uses. While the details load, or if they cannot load, only a general notice appears; deletion remains available.

Deleting the reason keeps past downtime entries but removes their reason without assigning another. It also removes the reason from machine lists, downtime reason rules, defaults and shift breaks. Break times stay unchanged. Future time covered by a removed rule gets the machine's remaining default reason, if any. Reason charts and reports are updated for the affected days. Reports you already received stay as they were. Restricted machine lists stay restricted; deleting their last reason leaves them with none until an administrator changes the selection.

Use Create and Manage Downtime Reasons for the steps. To set an entire machine's list, use Machine Configuration.

Main Entities

• Hall
• Shift
• Operator
• Downtime Reason
• Machine Type
• Priority Level
• User Permissions

Outcomes and Limits

Common Outcomes

• Users keep core platform setup aligned with the real factory structure.

Limits and Empty States

• Only admin users should treat this as a working page.

Related Pages

• ERP Upload Planner
• Hall Plan
• Machines
• Orders & Products

Related Workflows

• Manage Halls
• Manage Shift Definitions
• Manage Operators
• Create Downtime Reasons