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Common Administrative Tasks

User Account Management

  • Create a new user: Navigate to SYSTEM ADMIN → Membership and use the membership management screens. New user accounts created via self-registration are created with isApproved = false and will appear under Membership Applications — an Administrator must approve them before the user can log in.
  • Approve a self-registered user: Navigate to SYSTEM ADMIN → Membership → Membership Applications (~/pages/membership-applications). Find the pending application and approve it.
  • Assign roles: Use Membership Users In Roles to assign a user to the appropriate role(s) (Administrators, Manager, Supervisor, Employee, Readonly, Procurement, HumanResources, TaskManager, QualityManagement, SafetyManagement, Reporting).
  • Deactivate a user: Disable the account via the membership screens. The user will no longer be able to log in.
  • Unlock a locked account: Accounts are locked after repeated failed login attempts. Unlock via the membership management screens.
  • Assign a user to a project: Navigate to SYSTEM ADMIN → Project Users (~/pages/project-users). Create a record linking the user to the project. Non-Administrator users will only see records for projects they are assigned to.

Reference Data Maintenance

All lookup tables are maintained under SYSTEM ADMIN → HRM Lookup Admin, PROCUREMENT Lookup Admin, and OPS Lookups Admin in the navigation menu. Common tasks include:

  • Adding new towns/suburbs: TownLookup, SuburbLookup.
  • Adding new trades or positions: TradeLookup, Positions.
  • Updating VAT rates: VAT controller — update the applicable rate record.
  • Adding training types or providers: TrainingType, TrainingProviders.
  • Adding bill codes for procurement: BillCodes controller.
  • Updating leave types: LeaveType controller.

Project Administration

  • Open a new project: Navigate to SYSTEM ADMIN → Projects and create a new Project record.
  • Close/complete a project: Update the Status field on the project to Completed or Inactive.
  • Link subcontractors to a project: Use the ProjectSubcontractors controller.
  • Review project financials: Use the ProjectDashboard or ProjectsLanding views for summaries.

Company Information

  • Update company name, logo, and branding via SYSTEM ADMIN → Company Information (OperatorSetup controller).
  • The logo is stored as a BLOB in the OperatorSetup table and displayed on reports.

Error Log Review

  • Application exceptions are logged to the Errors table in the database.
  • To review errors, query the table directly in SQL Server Management Studio: 
    SELECT TOP 50 ErrorID, UserName, JSON_VALUE(Details, '$.exception.message') AS Message, 
       JSON_VALUE(Details, '$.exception.type') AS ExType
FROM Errors
ORDER BY ErrorID DESC
  • Users who encounter errors will see a [Ref: <guid>] in the error message — use that GUID to locate the specific record in the Errors table.

Supporting Documents

  • Manage company-wide supporting documents via SYSTEM ADMIN → Supporting Documents (SupportingDocument controller).
  • Policy documents are managed via COMPANY LIBRARY (PolicyDocuments controller).

Typical administrative activities for CONPROSOFT include:

User & Role Management

  • Create, update, and deactivate user accounts.
  • Manage role assignments to control access to modules.

Reference Data Maintenance

  • Maintain lookup tables (banks, BEE statuses, categories, etc.).
  • Update resource classifications and tags.

Project & Resource Administration

  • Open and close projects.
  • Reassign resources or subcontractors as organisational structures change.

Data Housekeeping

  • Archive or deactivate old records where supported.
  • Manage attachments where storage thresholds are a concern.

Monitoring & Logs

  • Check error logs, custom logging (if implemented), and Windows Event Logs for application errors.

Use this page to document concrete step-by-step procedures for your specific deployment.