The Admin panel is accessible only to System Admin accounts. It covers user management, site configuration, permissions, and system settings.
To access: click Admin in the left sidebar. If you do not see this link, your account does not have System Admin access.
Users
Admin → Users
Manage all user accounts across all sites.
| Action | How |
|---|---|
| Add user | Click + Add User — set username, full name, password, role, assigned sites |
| Edit user | Click a user’s name — update name, role, site assignments |
| Deactivate | Untick Active — user can no longer log in, data is preserved |
| Reset password | Click the user → set a new password |
| Set permissions | Click the user → Permissions tab — override individual permissions |
Username cannot be changed after creation.
📸 [Screenshot: Admin → Users list]
Hotels / Sites
Admin → Hotels
Manage the sites (locations) registered in your ITMKit installation.
| Action | How |
|---|---|
| Add site | Click + Add Site — set Site Code (permanent), Site Name, Organization Name |
| Edit site | Click the site name — update display name or organization |
| Delete site | Use with caution — deletes all data for that site |
Site Code is permanent and used to scope all data. Choose carefully on creation.
📸 [Screenshot: Admin → Hotels list]
Settings
Admin → Settings
Configure system-wide options for each module.
Common settings include:
| Module | Setting |
|---|---|
| General | Role label names (Manager / Supervisor / Staff) |
| Daily Tasks | Task types (TC, SC, PC codes and labels) |
| Roster | Designated roster editor per site |
| Contracts | Contract categories and status options |
| P&L | Chart of accounts (account numbers and names) |
| CAPEX | CAPEX categories |
| Projects | Project task categories |
| Knowledge Base | Document categories |
📸 [Screenshot: Admin → Settings page]
Role Permissions
Admin → Role Permissions
Configure the default permissions for each role across all modules.
- Select a module from the left (Daily Tasks, Inventory, Roster, etc.).
- Toggle permissions on or off for Manager, Supervisor, and Staff.
- Click Save.
Changes apply immediately to all users with that role. Individual user overrides are not affected.
For Daily Tasks: 29 granular permissions are available. See [Daily Tasks — Permissions Reference] for the full list.
📸 [Screenshot: Role Permissions — module selector and permission toggles]
Checklists
Admin → Checklists
Create and manage checklist templates.
- Click + New Checklist to create a checklist type.
- Set the name, frequency (daily/weekly/monthly/quarterly), and applicable days.
- Add items to the checklist — each item is one inspection or maintenance step.
- Optionally add custom statuses with require-note options.
- Click Save.
The checklist becomes available to your team immediately.
📸 [Screenshot: Admin → Checklists — item editor]
Shift Types
Admin → Shift Types
Define the shift codes used in the Roster module.
| Field | Description |
|---|---|
| Code | Short identifier shown in the grid, e.g. D, N, OFF |
| Label | Full name, e.g. “Day Shift” |
| Type | work / leave / off / other |
| Factor | Working day value: 1.0 (full day), 0.5 (half), 0.0 (off/leave) |
| Color | Grid cell background color |
Changes to shift types apply to future roster entries. Existing entries are not affected.
📸 [Screenshot: Admin → Shift Types list]
Audit Log
Admin → Audit Log
A read-only record of all significant system events — login attempts, failed logins, account lockouts, permission changes, and admin actions.
Use the audit log to:
- Investigate failed login attempts
- Track when user permissions were changed
- Confirm when accounts were created or deactivated
📸 [Screenshot: Audit Log filtered by event type]
Permission Test
Admin → Permission Test
A built-in tool to verify that role permissions are working correctly. Select a user and run the test — it checks all 29 Daily Tasks permissions (and other modules) against the live database and shows pass/fail results.
Use this after changing role permissions to confirm the changes are correct.
Carry-Over Test
Admin → Carry-Over Test
A diagnostic tool (System Admin only) to manually trigger the auto carry-over logic and verify overdue task handling. Use this when troubleshooting tasks that did not carry over as expected.