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Control Panel

Overview

The Control Panel in SARA is a dedicated module for system configuration, roles, and permissions management. It provides administrators with the ability to:

  • Define and organize modules, menus, submenus, and transactions.
  • Create, update, or delete items in the navigation structure.
  • Manage profiles and permissions (roles and access control).
  • Customize the welcome carousel, company logo, and news displayed to users.

By centralizing these functionalities, the Control Panel makes it easier to maintain a coherent, secure, and up-to-date environment.

Features & Functionalities

Modules, Menus, and Submenus

  • Module Management: Create new modules or rename existing ones, each representing a high-level area of SARA (e.g., “Purchasing,” “Human Resources”).
  • Menu Management: Add or edit menus under a module to structure the user interface.
  • Submenu Management: Further subdivide a menu into submenus. Each submenu may contain specific transactions or pages.

Transactions

  • Transaction Setup: Assign a URL or route that defines what the transaction does or where it navigates.
  • Transaction Association: Transactions connect to a submenu (and thus a module) to appear in the navigation.
  • Logs: Track creation, updates, and deletions for each transaction.

Roles & Permissions

  • Permissions: Define what actions a user can perform. Permissions are typically tied to transactions (e.g., “edit_menu,” “delete_submenu”).
  • Profiles: Group sets of permissions to manage them more efficiently. Assign multiple collaborators to a profile (e.g., “Admin,” “Purchasing Manager”).
  • Activation/Deactivation: Profiles and permissions can be toggled on or off, controlling who has access to specific functionalities.

System Customization

  • Welcome Menu & Carousel: Upload or reorder images displayed on the home screen.
  • Company Logo: Update the official logo file.
  • News: Create or delete short news items that appear on the welcome page.

Logs & Audit Trails

  • Action Logging: Every insert, update, delete, activate, or deactivate action is logged with a timestamp and user details.
  • View History: Administrators can review logs for modules, menus, submenus, transactions, permissions, profiles, and welcome content.

FAQs & Best Practices

Who can access the Control Panel?
Only users whose profiles include the appropriate permissions (e.g., “control_panel” or related transactions).

Can I reorganize modules and submenus freely?
Yes, you can edit names and reorder items. However, ensure you do not break existing user flows or links.

What happens if I deactivate a profile?
All users assigned to that profile lose its associated permissions until the profile is reactivated.

Can I restore a deleted module or transaction?
Not directly. You would need to recreate it. Logs record the deletion, but a direct “restore” feature is not available.

How do I add new company news?
Access the Welcome News section in the Control Panel, then create a news entry with a title and text.