Learning Objectives
Understand administrator roles in TonicDM
Learn about project creation and management
Explore user permission settings
Discover tools for maintaining system integrity
Administrator Roles
Firm administrators: Manage all projects and users
Project executives: Usually the PM
Who should be an administrator: Team leads, project managers, IT staff
How to become an administrator: Contact your TonicDM system manager
Project Management
Creating projects:
Manual creation through admin interface
Integration with Deltek or other project management systems
Project settings:
Project number and name
Disclaimers
Set CA Actions + Reason codes
Modifying projects:
Navigate to project in web application
Use the settings wheel icon
Update project information as needed
User Management
Adding users: Automatic based on email domain
Setting permissions:
Standard user (default)
Project Exec (project-level view of confidential emails)
Firm administrator (system-wide access)
Managing access to locked projects:
Navigate to project settings
Add or remove team members
Set appropriate permission levels
Email Management Tools
Moving emails between projects: For correcting misfiled items
Hard delete capability: Permanently remove sensitive or incorrect content
Conversation management: Move or delete entire conversation threads
Restoring from trash: Recover accidentally deleted emails
Confidentiality Controls
Setting up automatic confidentiality rules:
Navigate to organization settings
Configure keyword triggers
Set up user-based rules
Managing locked projects:
Set project as locked during creation
Convert existing projects to locked status
Manage team member access lists
System Integration Tools
Project synchronization: Sync TonicDM data back to your own cloud environment
User directory integration: Link to active directory
API capabilities: Custom integrations with other systems
Engagement Activity
Decision scenario: As an administrator, you notice a project has been set up with an incorrect project number. What's the best course of action?
[ ] Create a new project with the correct number
[x] Use the project settings wheel to update the existing project
[ ] Contact TonicDM support to make the change
[ ] Leave it as is and create a note about the error
Next Steps
In the final module, we'll cover Troubleshooting and Support resources to help you resolve any issues and maximize your TonicDM experience.