Admin Configurable Fields

CS Contact Admin Features

To access admin features in CS Contact a user must be granted an admin application role.

Navigation

• Click "Admin" in the sidebar

1. Admin Dashboard

Features:

• Central hub for all admin features

• Quick access to common settings

• Links to all admin sections

2. Content Section

Programs

Location: External link to CS Care Programs

Purpose: Manage programs (projects) in CS Care

Access: Requires Project admin access permissions in CS Care

Notifications

Purpose: Create and send notifications to Contact users (all in org)

How to Use:

1. View Notifications

   • Navigate to Notifications

   • See list of all notifications (sent and draft)

2. Create Notification

   • Click "+ New"

   • Enter notification title

   • Write notification message

   • Click "Save and Publish" or "Save"

3. Edit Notification

   • Click on a notification

   • Update message

   • Save and/or publish changes

3. Settings Section

Service Provisions

Purpose: Manage service provision types/categories

How to Use:

1. View Service Provisions

   • Navigate to Service Provisions

   • See list of all service provisions

2. Create Service Provision

   • Click "+ New"

   • Enter name

   • Add description

   • Save

3. Archive Service Provision

   • Archive item

   • Removed from active list

Contact Sources

Purpose: Manage skill lines and/or entry sources for contacts (IVR skill lines)

How to Use:

1. View Contact Sources

   • Navigate to Contact Sources

   • See list of all sources

2. Create Contact Source

   • Click "+ New"

   • Enter source name

   • Add description

   • Save

Example Sources:

• Crisis Line English

• General 211 Spanish

• Outbound

• Disaster Hotline

Tags

Purpose: Create and manage tags for organizing contacts

How to Use:

1. View Tags

   • Navigate to Tags

   • See list of all tags

2. Create Tag

   • Click "+ New"

   • Enter tag name

   • Save

3. Archive Tag

   • Remove tag from use

   • Historical contacts will maintain this tag

   • Tag can be restored as needed

4. Delete Tag (Not recommended)

   • Remove tag

   • Contacts will lose this tag

Use Cases:

• Categorizing contacts

• Creating custom groupings

• Filtering and searching

Service Gaps

Purpose: Track gaps in services when needs cannot be met

How to Use:

1. View Service Gaps

   • Navigate to Service Gaps

   • See list of all gap types

2. Create Service Gap

   • Click "+ New"

   • Enter gap name

   • Save

3. Add items to a Service Gap

   • Click on a gap

   • Click "+ New"

   • Enter item name

   • Save

Use Cases:

• Identifying unmet needs

• Reporting service gaps

• Planning resource development

Inquirer Served Options

Purpose: Define how inquirers were served (information, referral, etc.)

How to Use:

1. View Options

   • Navigate to Inquirer Served Options

   • See list of all options

2. Create Option

   • Click "+ New"

   • Enter option name

   • Save

3. Delete Option (Not Recommended)

   • Click the " X" next to the option

Example Options:

• Information provided

• Referral made

• Service scheduled

• No service available

• Follow-up scheduled

Close Contact Checklist

Location: /admin/close-contact-checks

Permissions: canManageCloseContactChecks(user)

Purpose: Manage checklist items for closing contacts

How to Use:

1. View Checklist Items

   • Navigate to Close Contact Checks

   • See list of all checklist items

2. Create Checklist Item

   • Click "Create" or "Add"

   • Enter item name

   • Add description

   • Set as required or optional

   • Save

3. Edit Checklist Item

   • Click on an item

   • Update name, description, or requirement

   • Save

4. Reorder Items

   • Drag and drop to reorder

   • Save order

Use Cases:

• Ensuring consistency in contact closure

• Compliance requirements

• Quality assurance

Referral Settings

Location: /admin/referral-settings

Purpose: Configure referral-related settings

How to Use:

1. Navigate to Referral Settings

2. Configure settings:

   • Default referral methods

   • Referral templates

   • Status tracking

   • Notification preferences

3. Save changes

4. Access Section

Organization

Location: External link to Nexus211 ID organization page

Purpose: Manage organization in Nexus211 ID

User Access

Location: External link to Admin App team-access page

Purpose: Manage user access to CS Contact application

How to Use:

1. Click "User Access"

2. Redirected to Admin App team-access page

3. Manage user roles for Contact app

4. See "Team Access Management" section above

Roles

Location: /admin/roles

Permissions: canManageRoles(user)

Purpose: Define Contact user roles and permissions

How to Use:

1. View Roles

   • Navigate to Roles

   • See list of all roles

2. Create Role

   • Click "Create" or "Add Role"

   • Enter role name

   • Set permissions:

     • View contacts

     • Create contacts

     • Edit contacts

     • Delete contacts

     • Manage admin settings

   • Save

3. Edit Role

   • Click on a role

   • Update permissions

   • Save changes

4. Delete Role

   • Remove role

   • Users with this role must be reassigned

Default Roles:

• Standard user

• Admin

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Common Administrative Tasks

Onboarding New Users

1. Create User in Nexus ID

   • User must have account in Nexus211 ID

   • Must be part of organization

2. Assign Application Access

   • Go to Admin App → Team Access

   • Find user

   • Assign applications and roles

   • Save

3. Assign Project Access (CS Care)

   • Go to CS Care → Project → My Team

   • Add user to project

   • Assign project role

4. Configure Permissions

   • Set appropriate roles

   • Configure custom permissions if needed

Changing User Roles

1. Update Application Access

   • Admin App → Team Access

   • Update application roles

   • Save

2. Update Project Role (CS Care)

   • CS Care → Project → My Team

   • Edit user

   • Change project role

   • Save

3. Update Contact Role

   • CS Contact → Admin → Roles

   • Edit user's role

   • Save

Removing User Access

1. Remove from Project (CS Care)

   • Check for assigned cases

   • Reassign cases if needed

   • Remove user from project

2. Remove Application Access

   • Admin App → Team Access

   • Remove application assignments

   • Save

3. Handle Deleted Users

   • View deleted users with assigned cases

   • Reassign cases as needed

   • Fully remove user if no cases remain

Configuring Project Settings

1. Set Up Document Types

   • Add required document types

   • Configure as required/optional

2. Configure Statuses

   • Create statuses for workflow

   • Add status reasons

   • Set up flags

3. Set Up Automations

   • Create automation rules

   • Test automations

   • Enable

4. Configure Integrations

   • Set up third-party integrations

   • Test connections

   • Configure mappings

Managing Organization Settings

1. Update Organization Info

   • Nexus211 ID → Organization

   • Update details

2. Manage Team Access

   • Admin App → Team Access

   • Assign/remove application access

3. Configure Notifications

   • CS Contact → Admin → Notifications

   • Set up notification templates

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Best Practices

Security

1. Principle of Least Privilege

   • Assign minimum required permissions

   • Review permissions regularly

   • Remove unnecessary access

2. Regular Access Reviews

   • Review user access quarterly

   • Remove access for inactive users

   • Update roles as responsibilities change

3. Audit Trails

   • Review audit logs regularly

   • Monitor for unusual activity

   • Document changes

User Management

1. Clear Role Definitions

   • Define roles clearly

   • Document permissions

   • Communicate role expectations

2. Onboarding Process

   • Standardize onboarding steps

   • Provide training

   • Assign mentors

3. Offboarding Process

   • Remove access promptly

   • Reassign cases/resources

   • Archive user data

Configuration Management

1. Document Changes

   • Document all configuration changes

   • Maintain change log

   • Version control settings

2. Test Before Production

   • Test changes in development

   • Verify functionality

   • Check for unintended effects

3. Backup Settings

   • Export configurations regularly

   • Keep backups

   • Document restore procedures

Communication

1. Notify Users of Changes

   • Communicate setting changes

   • Provide training when needed

   • Document new features

2. Gather Feedback

   • Request user feedback

   • Monitor support requests

   • Improve based on feedback

Maintenance

1. Regular Reviews

   • Review settings monthly

   • Archive unused items

   • Clean up old data

2. Performance Monitoring

   • Monitor system performance

   • Optimize slow queries

   • Scale as needed

3. Update Documentation

   • Keep guides current

   • Document new features

   • Update procedures

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Troubleshooting

Common Issues

User Cannot Access Application

• Check Admin App team access

• Verify organization membership

• Check application role assignment

Settings Not Saving

• Verify permissions

• Check for validation errors

• Review browser console

Import Failures

• Check file format

• Verify field mappings

• Review error messages

• Check required fields

Integration Errors

• Verify API credentials

• Check connection settings

• Review integration logs

• Test connections

Getting Help

1. Check Documentation

   • Review this guide

   • Check application-specific docs

   • Search knowledge base

2. Review Logs

   • Check application logs

   • Review error messages

   • Look for patterns

3. Contact Support

   • Gather error details

   • Document steps to reproduce

   • Provide context

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Quick Reference

Admin URLs

• Admin App: {SERVICE_MAIN_URL}/team-access

• CS Care Overview: /networks/{networkId}/projects/{projectId}/overview

• CS Care Settings: /networks/{networkId}/projects/{projectId}/settings

• CS Contact Admin: /admin

Common Permissions

• canManageProjects - Manage projects

• canManageRoles - Manage user roles

• canManageUsers - Manage users

• canManageStatuses - Manage statuses and flags

• canManageDocumentTypes - Manage document types

• canManageZipCodeGroups - Manage zip code groups

Support Resources

• Application Documentation

• API Documentation

• User Guides

• Support Team

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Last Updated: [Current Date]